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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 | $50,304 | $58,600-14.2% | $83,327-39.6% | $64,173-21.6% |
| Participation rate | 95.7% | 72.0%+23.7pp | 77.8%+18.0pp | 69.6%+26.2pp |
| Annual return | 7.31% | 9.66%-2.3pp | 10.64%-3.3pp | 7.63%-0.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,924 | $4,656-37.2% | $5,565-47.5% | $3,470-15.7% |
| Admin fee / account holder | $6,400 | $9,282-31.0% | $7,540-15.1% | $4,887+31.0% |