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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 | $30,654 | $48,300-36.5% | $40,145,923-99.9% | $62,881-51.3% |
| Participation rate | 96.6% | 62.0%+34.5pp | 68.4%+28.1pp | 69.3%+27.2pp |
| Annual return | 21.66% | 6.95%+14.7pp | 5.24%+16.4pp | 20.14%+1.5pp |
| Employer contribution / active EE | $2,909 | $1,333+118.2% | $1,844+57.8% | $2,281+27.5% |
| Participant deferral / active EE | $0 | $2,388-100.0% | $2,591-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,282 | $2,919-56.1% | $2,903-55.9% | $4,296-70.2% |