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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 | $108,825-32.5% | $156,181-53.0% | $82,448-10.9% |
| Participation rate | 83.3% | 72.4%+11.0pp | 78.8%+4.5pp | 68.1%+15.3pp |
| Annual return | 12.68% | 20.59%-7.9pp | 64.87%-52.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,156 | $2,870+10.0% | $4,294-26.5% | $2,551+23.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,752 | $9,341-59.8% | $14,586-74.3% | $7,234-48.1% |