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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 | $33,086 | $56,894-41.8% | $84,753-61.0% | $62,881-47.4% |
| Participation rate | 97.6% | 68.5%+29.0pp | 76.6%+21.0pp | 69.3%+28.3pp |
| Annual return | 9.07% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,911 | $2,400+21.3% | $3,574-18.6% | $2,281+27.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,006 | $3,581-71.9% | $5,333-81.1% | $4,296-76.6% |