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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 | $45,708 | $81,487-43.9% | $102,412-55.4% | $80,935-43.5% |
| Participation rate | 81.3% | 66.8%+14.4pp | 74.5%+6.7pp | 67.7%+13.6pp |
| Annual return | 14.49% | 25.60%-11.1pp | 24.94%-10.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $2,794 | $3,103-10.0% | $3,870-27.8% | $2,757+1.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $387 | $6,717-94.2% | $8,388-95.4% | $6,924-94.4% |