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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 | $75,102 | $81,504-7.9% | $102,437-26.7% | $80,959-7.2% |
| Participation rate | 91.7% | 66.9%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 12.53% | 25.60%-13.1pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,563 | $3,104-17.4% | $3,871-33.8% | $2,757-7.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,563 | $6,719-47.0% | $8,388-57.5% | $6,925-48.5% |