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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 | $50,335 | $39,132+28.6% | $57,196-12.0% | $62,881-20.0% |
| Participation rate | 96.4% | 70.5%+25.9pp | 75.3%+21.1pp | 69.3%+27.1pp |
| Annual return | 5.95% | 9.24%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,654 | $2,374+11.8% | $3,096-14.3% | $3,203-17.1% |
| Admin fee / account holder | $836 | $2,594-67.8% | $3,141-73.4% | $4,296-80.5% |