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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 | $47,495 | $136,860-65.3% | $120,344-60.5% | $154,746-69.3% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 14.06% | 21.38%-7.3pp | 20.30%-6.2pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,667 | $3,533-52.8% | $3,020-44.8% | $4,379-61.9% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $695 | $15,393-95.5% | $12,742-94.5% | $14,365-95.2% |