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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 | $71,042 | $149,446-52.5% | $256,809-72.3% | $94,015-24.4% |
| Participation rate | 88.9% | 85.3%+3.6pp | 88.5%+0.4pp | 70.8%+18.1pp |
| Annual return | 18.49% | 17.55%+0.9pp | 32.73%-14.2pp | 17.84%+0.6pp |
| Employer contribution / active EE | $1,667 | $4,596-63.7% | $7,263-77.1% | $2,790-40.3% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,577 | $24,035-93.4% | $25,146-93.7% | $8,951-82.4% |