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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 | $126,661-62.5% | $113,397-58.1% | $138,895-65.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 14.06% | 25.05%-11.0pp | 23.20%-9.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $1,667 | $3,456-51.8% | $2,977-44.0% | $4,194-60.3% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $695 | $14,549-95.2% | $11,957-94.2% | $12,562-94.5% |