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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 | $49,300 | $39,132+26.0% | $57,196-13.8% | $62,881-21.6% |
| Participation rate | 92.3% | 70.5%+21.8pp | 75.3%+17.0pp | 69.3%+23.0pp |
| Annual return | 5.31% | 9.24%-3.9pp | 14.59%-9.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,464 | $2,374+256.5% | $3,096+173.4% | $3,203+164.3% |
| Admin fee / account holder | $10,529 | $2,594+305.9% | $3,141+235.3% | $4,296+145.1% |