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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 | $77,896-5.1% | $134,172-44.9% | $82,448-10.3% |
| Participation rate | 85.7% | 62.8%+22.9pp | 72.5%+13.2pp | 68.1%+17.6pp |
| Annual return | 13.35% | 18.21%-4.9pp | 25.30%-11.9pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,451 | $2,159+13.5% | $3,420-28.3% | $2,551-3.9% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $749 | $6,336-88.2% | $12,016-93.8% | $7,234-89.6% |