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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 | $73,930 | $87,180-15.2% | $173,703-57.4% | $94,015-21.4% |
| Participation rate | 85.7% | 65.6%+20.1pp | 75.9%+9.8pp | 70.8%+14.9pp |
| Annual return | 13.35% | 14.17%-0.8pp | 17.46%-4.1pp | 17.84%-4.5pp |
| Employer contribution / active EE | $2,451 | $2,494-1.7% | $4,288-42.8% | $2,790-12.2% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,854-100.0% | $4,249-100.0% |
| Admin fee / account holder | $749 | $7,506-90.0% | $15,562-95.2% | $8,951-91.6% |