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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 | $51,070 | $51,708-1.2% | $106,619-52.1% | $62,881-18.8% |
| Participation rate | 97.3% | 66.9%+30.4pp | 78.0%+19.3pp | 69.3%+28.0pp |
| Annual return | 5.09% | 4.69%+0.4pp | 9.42%-4.3pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,728 | $1,764+54.7% | $3,947-30.9% | $2,281+19.6% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,287 | $3,349+28.0% | $6,418-33.2% | $4,296-0.2% |