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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 | $61,590 | $45,041+36.7% | $63,003-2.2% | $70,131-12.2% |
| Participation rate | 80.8% | 69.5%+11.2pp | 74.8%+6.0pp | 69.5%+11.2pp |
| Annual return | 14.27% | 18.76%-4.5pp | 87.59%-73.3pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,978 | $2,052+45.1% | $2,760+7.9% | $2,342+27.1% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,097 | $2,836-61.3% | $3,600-69.5% | $4,645-76.4% |