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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 | $41,094 | $48,078-14.5% | $78,676-47.8% | $62,881-34.6% |
| Participation rate | 97.2% | 65.2%+32.0pp | 73.6%+23.7pp | 69.3%+27.9pp |
| Annual return | 6.99% | 31.36%-24.4pp | 62.19%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,876 | $2,015-6.9% | $2,850-34.2% | $2,281-17.7% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,902 | $3,206+21.7% | $4,510-13.5% | $4,296-9.2% |