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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 | $83,512 | $140,592-40.6% | $123,105-32.2% | $125,389-33.4% |
| Participation rate | 95.8% | 88.2%+7.6pp | 86.8%+9.1pp | 83.2%+12.6pp |
| Annual return | 1.76% | 16.80%-15.0pp | 13.22%-11.5pp | 282.24%-280.5pp |
| Employer contribution / active EE | $4,617 | $6,041-23.6% | $5,151-10.4% | $4,866-5.1% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,479 | $11,198-6.4% | $9,014+16.3% | $9,541+9.8% |