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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 | $81,403-9.2% | $147,027-49.7% | $87,485-15.5% |
| Participation rate | 85.7% | 63.4%+22.3pp | 73.7%+12.0pp | 68.9%+16.8pp |
| Annual return | 13.35% | 16.51%-3.2pp | 20.23%-6.9pp | 26.06%-12.7pp |
| Employer contribution / active EE | $2,451 | $2,205+11.1% | $3,626-32.4% | $2,596-5.6% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $749 | $6,755-88.9% | $12,223-93.9% | $7,775-90.4% |