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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 | $61,742 | $138,386-55.4% | $184,260-66.5% | $80,935-23.7% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.8pp | 67.7%+28.9pp |
| Annual return | 15.09% | 20.02%-4.9pp | 28.84%-13.7pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,092 | $4,851-56.9% | $6,427-67.4% | $2,757-24.1% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,402 | $10,489-86.6% | $13,898-89.9% | $6,924-79.8% |