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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 | $40,213 | $39,132+2.8% | $57,196-29.7% | $62,881-36.0% |
| Participation rate | 92.3% | 70.5%+21.8pp | 75.3%+17.0pp | 69.3%+23.0pp |
| Annual return | 5.61% | 9.24%-3.6pp | 14.59%-9.0pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,113 | $2,374+73.2% | $3,096+32.8% | $3,203+28.4% |
| Admin fee / account holder | $1,559 | $2,594-39.9% | $3,141-50.4% | $4,296-63.7% |