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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 | $33,553 | $48,078-30.2% | $78,676-57.4% | $62,881-46.6% |
| Participation rate | 93.4% | 65.2%+28.2pp | 73.6%+19.9pp | 69.3%+24.1pp |
| Annual return | 7.25% | 31.36%-24.1pp | 62.19%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,706 | $2,587+43.2% | $3,517+5.4% | $3,203+15.7% |
| Admin fee / account holder | $928 | $3,206-71.0% | $4,510-79.4% | $4,296-78.4% |