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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 | $40,840 | $87,834-53.5% | $133,975-69.5% | $62,881-35.1% |
| Participation rate | 96.6% | 83.4%+13.2pp | 87.1%+9.5pp | 69.3%+27.2pp |
| Annual return | 11.89% | 12.05%-0.2pp | 29.29%-17.4pp | 20.14%-8.3pp |
| Employer contribution / active EE | $2,515 | $3,482-27.8% | $5,211-51.7% | $2,281+10.2% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,012 | $5,372-62.6% | $9,324-78.4% | $4,296-53.2% |