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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 | $45,050+36.7% | $63,018-2.3% | $70,126-12.2% |
| Participation rate | 80.8% | 69.5%+11.3pp | 74.8%+6.0pp | 69.5%+11.2pp |
| Annual return | 14.27% | 18.76%-4.5pp | 87.62%-73.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $2,978 | $2,052+45.1% | $2,761+7.9% | $2,343+27.1% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,097 | $2,834-61.3% | $3,601-69.5% | $4,645-76.4% |