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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 | $49,917 | $45,087+10.7% | $69,483-28.2% | $72,976-31.6% |
| Participation rate | 85.3% | 68.5%+16.8pp | 74.6%+10.7pp | 69.5%+15.8pp |
| Annual return | 19.55% | 22.67%-3.1pp | 28.99%-9.4pp | 81.02%-61.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,940 | $2,603+89.8% | $3,537+39.7% | $3,608+36.9% |
| Admin fee / account holder | $642 | $3,057-79.0% | $3,841-83.3% | $5,124-87.5% |