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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 | $79,890 | $77,896+2.6% | $134,172-40.5% | $82,448-3.1% |
| Participation rate | 97.7% | 62.8%+34.9pp | 72.5%+25.3pp | 68.1%+29.7pp |
| Annual return | 12.23% | 18.21%-6.0pp | 25.30%-13.1pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,182 | $2,159-45.3% | $3,420-65.4% | $2,551-53.7% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,477 | $6,336-13.6% | $12,016-54.4% | $7,234-24.3% |