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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 | $38,185 | $39,132-2.4% | $57,196-33.2% | $62,881-39.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.85% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,828 | $1,874-2.4% | $2,683-31.9% | $2,281-19.8% |
| Participant deferral / active EE | $4,049 | $2,374+70.5% | $3,096+30.8% | $3,203+26.4% |
| Admin fee / account holder | $426 | $2,594-83.6% | $3,141-86.4% | $4,296-90.1% |