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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 | $63,806 | $78,520-18.7% | $96,576-33.9% | $82,448-22.6% |
| Participation rate | 90.0% | 77.7%+12.3pp | 81.4%+8.6pp | 68.1%+21.9pp |
| Annual return | 24.24% | 41.30%-17.1pp | 38.47%-14.2pp | 41.64%-17.4pp |
| Employer contribution / active EE | $37 | $2,630-98.6% | $3,553-99.0% | $2,551-98.6% |
| Participant deferral / active EE | $14,098 | $6,754+108.7% | $7,956+77.2% | $4,139+240.6% |
| Admin fee / account holder | $10,213 | $13,455-24.1% | $11,381-10.3% | $7,234+41.2% |