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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 | $40,372 | $39,132+3.2% | $57,196-29.4% | $62,881-35.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.35% | 9.24%-2.9pp | 14.59%-8.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,291 | $1,874-31.1% | $2,683-51.9% | $2,281-43.4% |
| Participant deferral / active EE | $1,291 | $2,374-45.6% | $3,096-58.3% | $3,203-59.7% |
| Admin fee / account holder | $2,069 | $2,594-20.2% | $3,141-34.1% | $4,296-51.8% |