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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 | $146,267-51.4% | $197,124-64.0% | $82,448-13.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 86.7%+2.2pp | 68.1%+20.8pp |
| Annual return | 18.49% | 29.61%-11.1pp | 44.34%-25.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,667 | $4,723-64.7% | $6,227-73.2% | $2,551-34.7% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,577 | $14,422-89.1% | $16,298-90.3% | $7,234-78.2% |