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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 | $43,576 | $48,364-9.9% | $71,796-39.3% | $62,881-30.7% |
| Participation rate | 89.7% | 60.6%+29.1pp | 69.1%+20.6pp | 69.3%+20.4pp |
| Annual return | 7.46% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $897 | $1,042-13.9% | $1,924-53.4% | $2,281-60.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,248 | $3,771+12.6% | $4,815-11.8% | $4,296-1.1% |