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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 | $84,285 | $69,273+21.7% | $90,796-7.2% | $82,637+2.0% |
| Participation rate | 83.9% | 64.0%+19.8pp | 69.5%+14.4pp | 68.1%+15.8pp |
| Annual return | 14.40% | 18.37%-4.0pp | 19.29%-4.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $423 | $1,865-77.3% | $2,294-81.6% | $2,552-83.4% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,397 | $5,511+34.2% | $7,024+5.3% | $7,339+0.8% |