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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 | $57,273 | $72,492-21.0% | $87,102-34.2% | $72,983-21.5% |
| Participation rate | 88.4% | 72.8%+15.6pp | 76.9%+11.5pp | 69.5%+18.9pp |
| Annual return | 20.89% | 24.46%-3.6pp | 28.19%-7.3pp | 81.01%-60.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,501 | $3,270+37.7% | $4,048+11.2% | $3,608+24.8% |
| Admin fee / account holder | $1,280 | $5,055-74.7% | $7,491-82.9% | $5,124-75.0% |