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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 | $74,665 | $97,550-23.5% | $120,344-38.0% | $87,485-14.7% |
| Participation rate | 96.9% | 72.8%+24.0pp | 76.7%+20.2pp | 68.9%+27.9pp |
| Annual return | 14.62% | 18.41%-3.8pp | 20.30%-5.7pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,671 | $2,291+16.6% | $3,020-11.6% | $2,596+2.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,322 | $9,543-23.3% | $12,742-42.5% | $7,775-5.8% |