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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 | $59,764 | $77,817-23.2% | $123,553-51.6% | $64,173-6.9% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.3%+12.6pp | 69.6%+25.4pp |
| Annual return | 2.74% | 12.49%-9.7pp | 119.21%-116.5pp | 7.63%-4.9pp |
| Employer contribution / active EE | $4,430 | $3,014+47.0% | $4,628-4.3% | $2,381+86.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,758 | $5,519-13.8% | $9,284-48.8% | $4,887-2.7% |