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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 | $62,631 | $86,949-28.0% | $102,460-38.9% | $80,959-22.6% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.7%+22.9pp |
| Annual return | 12.71% | 18.89%-6.2pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $5,078 | $2,370+114.3% | $3,025+67.9% | $2,757+84.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,870 | $8,048-64.3% | $9,460-69.7% | $6,925-58.6% |