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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 | $97,550-58.6% | $120,344-66.5% | $87,485-53.9% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.7%+16.8pp | 68.9%+24.6pp |
| Annual return | 15.37% | 18.41%-3.0pp | 20.30%-4.9pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,739 | $2,291-24.1% | $3,020-42.4% | $2,596-33.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $443 | $9,543-95.4% | $12,742-96.5% | $7,775-94.3% |