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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 | $45,942 | $48,078-4.4% | $78,676-41.6% | $62,881-26.9% |
| Participation rate | 96.7% | 65.2%+31.5pp | 73.6%+23.1pp | 69.3%+27.4pp |
| Annual return | 6.81% | 31.36%-24.5pp | 62.19%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,162 | $2,015+57.0% | $2,850+10.9% | $2,281+38.6% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,043 | $3,206-67.5% | $4,510-76.9% | $4,296-75.7% |