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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 | $60,509 | $121,719-50.3% | $210,053-71.2% | $116,462-48.0% |
| Participation rate | 84.4% | 76.0%+8.5pp | 80.8%+3.7pp | 74.7%+9.8pp |
| Annual return | 11.08% | 14.29%-3.2pp | 232.76%-221.7pp | 15.65%-4.6pp |
| Employer contribution / active EE | $4,037 | $2,386+69.2% | $4,521-10.7% | $3,231+24.9% |
| Participant deferral / active EE | $0 | $3,917-100.0% | $4,238-100.0% | $3,836-100.0% |
| Admin fee / account holder | $6,877 | $13,730-49.9% | $16,990-59.5% | $12,754-46.1% |