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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 | $33,785 | $76,564-55.9% | $105,582-68.0% | $94,015-64.1% |
| Participation rate | 98.3% | 65.2%+33.1pp | 71.8%+26.5pp | 70.8%+27.5pp |
| Annual return | 12.33% | 20.69%-8.4pp | 18.61%-6.3pp | 17.84%-5.5pp |
| Employer contribution / active EE | $1,949 | $1,995-2.3% | $2,984-34.7% | $2,790-30.1% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,225 | $7,129-82.8% | $12,856-90.5% | $8,951-86.3% |