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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 | $62,749 | $146,267-57.1% | $197,124-68.2% | $82,448-23.9% |
| Participation rate | 96.2% | 84.0%+12.1pp | 86.7%+9.4pp | 68.1%+28.1pp |
| Annual return | 13.40% | 29.61%-16.2pp | 44.34%-30.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,662 | $4,723-43.6% | $6,227-57.3% | $2,551+4.4% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,470 | $14,422-89.8% | $16,298-91.0% | $7,234-79.7% |