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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 | $73,770 | $73,7870% | $98,716-25.3% | $82,448-10.5% |
| Participation rate | 90.2% | 61.4%+28.8pp | 69.3%+20.9pp | 68.1%+22.1pp |
| Annual return | 40.21% | 18.57%+21.6pp | 31.81%+8.4pp | 41.64%-1.4pp |
| Employer contribution / active EE | $2,057 | $1,511+36.1% | $2,279-9.7% | $2,551-19.4% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,528 | $6,500-76.5% | $8,703-82.4% | $7,234-78.9% |