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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 | $57,242 | $104,098-45.0% | $140,514-59.3% | $94,015-39.1% |
| Participation rate | 84.4% | 73.7%+10.7pp | 77.8%+6.6pp | 70.8%+13.6pp |
| Annual return | 11.89% | 15.14%-3.2pp | 14.36%-2.5pp | 17.84%-6.0pp |
| Employer contribution / active EE | $4,580 | $2,388+91.8% | $3,378+35.6% | $2,790+64.2% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $9,491 | $10,439-9.1% | $13,697-30.7% | $8,951+6.0% |