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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 | $39,804 | $62,589-36.4% | $76,768-48.1% | $64,173-38.0% |
| Participation rate | 97.7% | 72.8%+24.9pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | 9.85% | -1.95%+11.8pp | 2.43%+7.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $3,477 | $1,832+89.8% | $2,485+39.9% | $2,381+46.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,552 | $4,667-23.9% | $6,675-46.8% | $4,887-27.3% |