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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 | $46,502 | $80,992-42.6% | $96,534-51.8% | $75,173-38.1% |
| Participation rate | 97.2% | 71.8%+25.4pp | 76.0%+21.2pp | 67.2%+30.0pp |
| Annual return | 13.80% | 27.05%-13.2pp | 25.88%-12.1pp | 160.72%-146.9pp |
| Employer contribution / active EE | $6,198 | $2,283+171.5% | $2,965+109.0% | $2,671+132.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,728 | $6,717-59.4% | $8,253-66.9% | $5,651-51.7% |