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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 | $69,547 | $106,524-34.7% | $152,301-54.3% | $87,485-20.5% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.4%+15.4pp | 68.9%+28.9pp |
| Annual return | 16.93% | 26.89%-10.0pp | 80.50%-63.6pp | 26.06%-9.1pp |
| Employer contribution / active EE | $11,801 | $3,371+250.0% | $4,624+155.2% | $2,596+354.5% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,805 | $8,287-78.2% | $14,398-87.5% | $7,775-76.8% |