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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 | $33,474 | $52,836-36.6% | $105,736-68.3% | $64,173-47.8% |
| Participation rate | 96.4% | 66.5%+29.9pp | 76.3%+20.1pp | 69.6%+26.9pp |
| Annual return | 3.92% | 14.30%-10.4pp | 6.27%-2.4pp | 7.63%-3.7pp |
| Employer contribution / active EE | $4,016 | $1,827+119.8% | $3,268+22.9% | $2,381+68.7% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,368 | $3,959-40.2% | $6,913-65.8% | $4,887-51.6% |