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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 | $43,430 | $57,828-24.9% | $117,039-62.9% | $70,126-38.1% |
| Participation rate | 89.8% | 67.1%+22.7pp | 77.2%+12.6pp | 69.5%+20.3pp |
| Annual return | 13.53% | 17.55%-4.0pp | 18.95%-5.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1,943 | $1,816+7.0% | $3,785-48.7% | $2,343-17.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $791 | $3,548-77.7% | $5,974-86.8% | $4,645-83.0% |