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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 | $61,407 | $65,712-6.6% | $57,196+7.4% | $273,972-77.6% |
| Participation rate | 88.9% | 78.3%+10.6pp | 75.3%+13.6pp | 83.0%+5.9pp |
| Annual return | 18.74% | 22.01%-3.3pp | 14.59%+4.1pp | 41.46%-22.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,324 | $3,782+40.8% | $3,096+72.0% | $5,287+0.7% |
| Admin fee / account holder | $9,484 | $4,838+96.0% | $3,141+202.0% | $10,133-6.4% |