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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 | $40,804 | $51,708-21.1% | $106,619-61.7% | $62,881-35.1% |
| Participation rate | 89.8% | 66.9%+22.9pp | 78.0%+11.8pp | 69.3%+20.5pp |
| Annual return | 5.87% | 4.69%+1.2pp | 9.42%-3.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $4,169 | $1,764+136.4% | $3,947+5.6% | $2,281+82.8% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,740 | $3,349-48.1% | $6,418-72.9% | $4,296-59.5% |