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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 | $114,712-35.9% | $173,730-57.7% | $87,485-16.0% |
| Participation rate | 83.3% | 73.0%+10.3pp | 79.6%+3.8pp | 68.9%+14.4pp |
| Annual return | 12.68% | 20.18%-7.5pp | 19.96%-7.3pp | 26.06%-13.4pp |
| Employer contribution / active EE | $3,156 | $2,904+8.7% | $4,577-31.0% | $2,596+21.6% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,752 | $10,210-63.2% | $17,523-78.6% | $7,775-51.7% |