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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 | $62,977 | $45,087+39.7% | $69,483-9.4% | $72,976-13.7% |
| Participation rate | 96.7% | 68.5%+28.2pp | 74.6%+22.1pp | 69.5%+27.2pp |
| Annual return | 20.01% | 22.67%-2.7pp | 28.99%-9.0pp | 81.02%-61.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,983 | $2,603+14.6% | $3,537-15.7% | $3,608-17.3% |
| Admin fee / account holder | $929 | $3,057-69.6% | $3,841-75.8% | $5,124-81.9% |