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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 | $43,414 | $70,475-38.4% | $100,530-56.8% | $79,858-45.6% |
| Participation rate | 96.2% | 73.7%+22.5pp | 79.4%+16.7pp | 69.6%+26.5pp |
| Annual return | 14.90% | 21.90%-7.0pp | 30.89%-16.0pp | 31.72%-16.8pp |
| Employer contribution / active EE | $2,145 | $2,165-0.9% | $3,418-37.3% | $2,471-13.2% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $649 | $4,478-85.5% | $8,083-92.0% | $5,306-87.8% |