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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 | $23,340 | $60,349-61.3% | $74,184-68.5% | $62,881-62.9% |
| Participation rate | 97.9% | 72.7%+25.1pp | 76.6%+21.3pp | 69.3%+28.6pp |
| Annual return | 8.53% | 21.38%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,414 | $1,680-15.9% | $2,370-40.4% | $2,281-38.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,003 | $4,261-6.0% | $5,586-28.3% | $4,296-6.8% |