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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 | $61,622 | $72,114-14.5% | $108,745-43.3% | $62,881-2.0% |
| Participation rate | 97.4% | 74.6%+22.8pp | 77.7%+19.8pp | 69.3%+28.1pp |
| Annual return | 23.99% | 13.41%+10.6pp | 46.22%-22.2pp | 20.14%+3.8pp |
| Employer contribution / active EE | $2,462 | $2,694-8.6% | $3,323-25.9% | $2,281+7.9% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,076 | $4,608-33.2% | $6,144-49.9% | $4,296-28.4% |