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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 | $40,365 | $95,453-57.7% | $112,040-64.0% | $82,448-51.0% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.5%+17.1pp | 68.1%+25.5pp |
| Annual return | 15.37% | 23.92%-8.6pp | 24.52%-9.1pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,739 | $2,318-25.0% | $2,954-41.1% | $2,551-31.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $443 | $9,013-95.1% | $12,098-96.3% | $7,234-93.9% |