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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 | $71,010 | $86,938-18.3% | $102,423-30.7% | $80,925-12.3% |
| Participation rate | 81.7% | 72.4%+9.3pp | 76.5%+5.2pp | 67.7%+14.0pp |
| Annual return | 18.03% | 18.89%-0.9pp | 29.42%-11.4pp | 35.65%-17.6pp |
| Employer contribution / active EE | $1,019 | $2,369-57.0% | $3,023-66.3% | $2,756-63.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17,740 | $8,053+120.3% | $9,455+87.6% | $6,940+155.6% |