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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 | $65,828 | $77,460-15.0% | $100,378-34.4% | $80,925-18.7% |
| Participation rate | 96.4% | 76.9%+19.5pp | 81.5%+14.9pp | 67.7%+28.8pp |
| Annual return | 13.45% | 37.24%-23.8pp | 49.41%-36.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,374 | $2,801-15.3% | $3,942-39.8% | $2,756-13.9% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,409 | $5,887-59.1% | $7,899-69.5% | $6,940-65.3% |