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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 | $62,551 | $107,666-41.9% | $102,184-38.8% | $154,746-59.6% |
| Participation rate | 95.0% | 83.7%+11.3pp | 82.6%+12.4pp | 80.7%+14.3pp |
| Annual return | 15.61% | 29.33%-13.7pp | 31.58%-16.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,756 | $3,846-54.4% | $3,594-51.1% | $4,379-59.9% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $21,639 | $12,943+67.2% | $11,609+86.4% | $14,365+50.6% |