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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 | $73,477 | $123,478-40.5% | $216,567-66.1% | $94,015-21.8% |
| Participation rate | 83.3% | 75.1%+8.2pp | 81.6%+1.7pp | 70.8%+12.5pp |
| Annual return | 12.68% | 23.61%-10.9pp | 12.94%-0.3pp | 17.84%-5.2pp |
| Employer contribution / active EE | $3,156 | $3,136+0.7% | $5,216-39.5% | $2,790+13.1% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,752 | $12,753-70.6% | $21,981-82.9% | $8,951-58.1% |