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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 | $62,741 | $138,386-54.7% | $184,260-65.9% | $80,935-22.5% |
| Participation rate | 88.5% | 83.9%+4.6pp | 86.8%+1.6pp | 67.7%+20.8pp |
| Annual return | 28.02% | 20.02%+8.0pp | 28.84%-0.8pp | 35.66%-7.6pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,987 | $7,076+97.7% | $9,133+53.2% | $4,299+225.3% |
| Admin fee / account holder | $637 | $10,489-93.9% | $13,898-95.4% | $6,924-90.8% |