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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 | $38,975 | $60,349-35.4% | $74,184-47.5% | $62,881-38.0% |
| Participation rate | 94.1% | 72.7%+21.4pp | 76.6%+17.5pp | 69.3%+24.8pp |
| Annual return | 11.17% | 21.38%-10.2pp | 17.74%-6.6pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,471 | $1,680-12.5% | $2,370-38.0% | $2,281-35.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,732 | $4,261-12.4% | $5,586-33.2% | $4,296-13.1% |