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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 | $81,476-7.8% | $102,383-26.6% | $80,925-7.2% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.7%+24.0pp |
| Annual return | 12.53% | 25.59%-13.1pp | 24.94%-12.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $2,563 | $3,105-17.4% | $3,870-33.8% | $2,756-7.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,563 | $6,717-47.0% | $8,391-57.5% | $6,940-48.7% |