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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 | $32,873 | $56,894-42.2% | $84,753-61.2% | $62,881-47.7% |
| Participation rate | 88.3% | 68.5%+19.8pp | 76.6%+11.7pp | 69.3%+19.0pp |
| Annual return | 5.06% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,333 | $2,400+38.9% | $3,574-6.7% | $2,281+46.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,586 | $3,581+56.0% | $5,333+4.7% | $4,296+30.0% |