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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,041 | $39,132-2.8% | $57,196-33.5% | $62,881-39.5% |
| Participation rate | 96.6% | 70.5%+26.1pp | 75.3%+21.2pp | 69.3%+27.2pp |
| Annual return | 6.10% | 9.24%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,031 | $1,874+8.4% | $2,683-24.3% | $2,281-11.0% |
| Participant deferral / active EE | $1,031 | $2,374-56.6% | $3,096-66.7% | $3,203-67.8% |
| Admin fee / account holder | $1,170 | $2,594-54.9% | $3,141-62.8% | $4,296-72.8% |