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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 | $52,380 | $39,132+33.9% | $57,196-8.4% | $62,881-16.7% |
| Participation rate | 93.9% | 70.5%+23.5pp | 75.3%+18.6pp | 69.3%+24.6pp |
| Annual return | 6.23% | 9.24%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,399 | $2,374+1.0% | $3,096-22.5% | $3,203-25.1% |
| Admin fee / account holder | $4,201 | $2,594+62.0% | $3,141+33.8% | $4,296-2.2% |