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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 | $75,694 | $81,262-6.9% | $155,602-51.4% | $80,911-6.4% |
| Participation rate | 95.7% | 66.2%+29.5pp | 78.2%+17.5pp | 67.6%+28.1pp |
| Annual return | 11.30% | 33.34%-22.0pp | 64.81%-53.5pp | 35.63%-24.3pp |
| Employer contribution / active EE | $4,089 | $3,102+31.8% | $4,675-12.5% | $2,756+48.4% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,664 | $7,992-4.1% | $15,923-51.9% | $6,935+10.5% |