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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 | $54,972 | $153,769-64.3% | $133,975-59.0% | $273,972-79.9% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 6.45% | 36.51%-30.1pp | 29.29%-22.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,478 | $6,029-42.3% | $5,211-33.3% | $4,869-28.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,340 | $11,765-71.6% | $9,324-64.2% | $10,133-67.0% |