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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 | $47,471 | $49,177-3.5% | $79,467-40.3% | $64,173-26.0% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | 1.40% | -1.16%+2.6pp | 718.30%-716.9pp | 7.63%-6.2pp |
| Employer contribution / active EE | $773 | $2,076-62.8% | $2,800-72.4% | $2,381-67.5% |
| Participant deferral / active EE | $5,033 | $2,821+78.4% | $3,704+35.9% | $3,470+45.1% |
| Admin fee / account holder | $6,629 | $3,839+72.7% | $5,104+29.9% | $4,887+35.6% |