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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 | $59,940 | $104,098-42.4% | $140,514-57.3% | $94,015-36.2% |
| Participation rate | 81.4% | 73.7%+7.6pp | 77.8%+3.6pp | 70.8%+10.5pp |
| Annual return | 10.31% | 15.14%-4.8pp | 14.36%-4.1pp | 17.84%-7.5pp |
| Employer contribution / active EE | $2,786 | $2,388+16.7% | $3,378-17.5% | $2,790-0.1% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,069 | $10,439-70.6% | $13,697-77.6% | $8,951-65.7% |