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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 | $44,493 | $54,757-18.7% | $90,304-50.7% | $72,975-39.0% |
| Participation rate | 96.4% | 65.2%+31.2pp | 73.3%+23.1pp | 69.5%+26.9pp |
| Annual return | 19.55% | 30.63%-11.1pp | 78.13%-58.6pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,818 | $2,093-13.1% | $2,855-36.3% | $2,440-25.5% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,986 | $3,973+75.8% | $5,354+30.5% | $5,124+36.3% |