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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 | $31,898 | $76,551-58.3% | $123,894-74.3% | $62,881-49.3% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 28.05% | 18.68%+9.4pp | 47.52%-19.5pp | 20.14%+7.9pp |
| Employer contribution / active EE | $2,778 | $2,882-3.6% | $4,617-39.8% | $2,281+21.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,979 | $4,826-59.0% | $8,357-76.3% | $4,296-53.9% |