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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 | $28,952 | $39,132-26.0% | $57,196-49.4% | $62,881-54.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.09% | 9.24%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,952 | $1,874+4.1% | $2,683-27.3% | $2,281-14.4% |
| Participant deferral / active EE | $3,350 | $2,374+41.1% | $3,096+8.2% | $3,203+4.6% |
| Admin fee / account holder | $3,010 | $2,594+16.1% | $3,141-4.1% | $4,296-29.9% |