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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 | $37,430 | $70,002-46.5% | $115,038-67.5% | $52,331-28.5% |
| Participation rate | 96.1% | 72.1%+24.0pp | 81.4%+14.7pp | 68.1%+28.0pp |
| Annual return | 19.75% | 4.04%+15.7pp | 26.14%-6.4pp | 4.54%+15.2pp |
| Employer contribution / active EE | $3,045 | $2,715+12.1% | $4,608-33.9% | $1,882+61.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $300 | $566-47.0% | $8,175-96.3% | $592-49.3% |