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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 | $66,033 | $106,864-38.2% | $147,318-55.2% | $82,637-20.1% |
| Participation rate | 96.2% | 75.5%+20.6pp | 82.1%+14.1pp | 68.1%+28.1pp |
| Annual return | 16.53% | 27.49%-11.0pp | 70.43%-53.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,949 | $6,496+22.4% | $7,906+0.5% | $4,126+92.6% |
| Admin fee / account holder | $8,489 | $8,415+0.9% | $13,708-38.1% | $7,339+15.7% |