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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 | $32,482 | $52,306-37.9% | $69,779-53.5% | $62,881-48.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 5.35% | 13.35%-8.0pp | 12.99%-7.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,757 | $1,799+53.2% | $2,338+17.9% | $2,281+20.9% |
| Participant deferral / active EE | $3,292 | $2,395+37.4% | $2,931+12.3% | $3,203+2.8% |
| Admin fee / account holder | $541 | $3,691-85.4% | $4,381-87.7% | $4,296-87.4% |