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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 | $44,871 | $39,132+14.7% | $57,196-21.5% | $62,881-28.6% |
| Participation rate | 75.0% | 70.5%+4.5pp | 75.3%-0.3pp | 69.3%+5.7pp |
| Annual return | 5.74% | 9.24%-3.5pp | 14.59%-8.9pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,997 | $1,874+6.6% | $2,683-25.6% | $2,281-12.4% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $689 | $2,594-73.4% | $3,141-78.1% | $4,296-84.0% |