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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 | $43,891 | $39,132+12.2% | $57,196-23.3% | $62,881-30.2% |
| Participation rate | 94.9% | 70.5%+24.4pp | 75.3%+19.5pp | 69.3%+25.6pp |
| Annual return | 5.77% | 9.24%-3.5pp | 14.59%-8.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,480 | $2,374+88.7% | $3,096+44.7% | $3,203+39.9% |
| Admin fee / account holder | $426 | $2,594-83.6% | $3,141-86.5% | $4,296-90.1% |