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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 | $32,838 | $39,132-16.1% | $57,196-42.6% | $62,881-47.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.95% | 9.24%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,458 | $1,874+31.2% | $2,683-8.4% | $2,281+7.8% |
| Participant deferral / active EE | $3,060 | $2,374+28.9% | $3,096-1.2% | $3,203-4.5% |
| Admin fee / account holder | $571 | $2,594-78.0% | $3,141-81.8% | $4,296-86.7% |