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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 | $33,506 | $76,551-56.2% | $123,894-73.0% | $62,881-46.7% |
| Participation rate | 98.4% | 73.0%+25.4pp | 81.4%+17.0pp | 69.3%+29.1pp |
| Annual return | 7.28% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,043 | $2,882+5.6% | $4,617-34.1% | $2,281+33.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,919 | $4,826-60.2% | $8,357-77.0% | $4,296-55.3% |