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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 | $44,411 | $69,518-36.1% | $59,883-25.8% | $135,382-67.2% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.7%+19.7pp | 82.6%+11.8pp |
| Annual return | 9.03% | 7.95%+1.1pp | 3.46%+5.6pp | 519.77%-510.7pp |
| Employer contribution / active EE | $1,285 | $3,235-60.3% | $2,722-52.8% | $4,779-73.1% |
| Participant deferral / active EE | $1,672 | $4,204-60.2% | $3,402-50.8% | $5,609-70.2% |
| Admin fee / account holder | $3,086 | $5,734-46.2% | $3,591-14.0% | $10,829-71.5% |