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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 | $21,241 | $99,345-78.6% | $84,753-74.9% | $273,972-92.2% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 6.50% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $4,348 | $4,214+3.2% | $3,574+21.6% | $4,869-10.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $670 | $6,645-89.9% | $5,333-87.4% | $10,133-93.4% |