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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 | $62,127 | $153,769-59.6% | $133,975-53.6% | $273,972-77.3% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.1%+8.2pp | 83.0%+12.2pp |
| Annual return | 4.46% | 36.51%-32.0pp | 29.29%-24.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $3,333 | $6,029-44.7% | $5,211-36.0% | $4,869-31.5% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,665 | $11,765-85.8% | $9,324-82.1% | $10,133-83.6% |