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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 | $145,431-51.2% | $211,142-66.4% | $87,485-18.8% |
| Participation rate | 88.9% | 84.7%+4.1pp | 87.3%+1.6pp | 68.9%+20.0pp |
| Annual return | 18.49% | 27.21%-8.7pp | 46.84%-28.3pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,667 | $4,662-64.2% | $6,442-74.1% | $2,596-35.8% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,577 | $17,052-90.8% | $19,076-91.7% | $7,775-79.7% |