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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 | $117,405 | $86,938+35.0% | $102,423+14.6% | $80,925+45.1% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.7%+28.4pp |
| Annual return | 10.42% | 18.89%-8.5pp | 29.42%-19.0pp | 35.65%-25.2pp |
| Employer contribution / active EE | $789 | $2,369-66.7% | $3,023-73.9% | $2,756-71.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $20,089 | $8,053+149.5% | $9,455+112.5% | $6,940+189.5% |