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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 | $51,422 | $49,255+4.4% | $70,494-27.1% | $79,856-35.6% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 69.6%+22.9pp |
| Annual return | 26.01% | 30.10%-4.1pp | 109.16%-83.1pp | 31.71%-5.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,221 | $2,768-55.9% | $3,711-67.1% | $3,741-67.3% |
| Admin fee / account holder | $1,160 | $2,879-59.7% | $3,848-69.9% | $5,306-78.1% |