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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 | $60,834 | $104,098-41.6% | $140,514-56.7% | $94,015-35.3% |
| Participation rate | 76.5% | 73.7%+2.8pp | 77.8%-1.3pp | 70.8%+5.6pp |
| Annual return | 20.41% | 15.14%+5.3pp | 14.36%+6.1pp | 17.84%+2.6pp |
| Employer contribution / active EE | $5,882 | $2,388+146.3% | $3,378+74.1% | $2,790+110.8% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,058 | $10,439-61.1% | $13,697-70.4% | $8,951-54.7% |