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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 | $100,194-25.5% | $122,979-39.3% | $86,983-14.2% |
| Participation rate | 96.9% | 73.0%+23.9pp | 77.2%+19.7pp | 69.5%+27.3pp |
| Annual return | 14.62% | 16.47%-1.9pp | 20.12%-5.5pp | 25.83%-11.2pp |
| Employer contribution / active EE | $2,671 | $2,326+14.8% | $3,062-12.8% | $2,584+3.3% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,322 | $10,148-27.8% | $12,864-43.1% | $7,856-6.8% |