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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 | $54,914 | $49,255+11.5% | $70,494-22.1% | $79,856-31.2% |
| Participation rate | 90.9% | 69.2%+21.8pp | 75.1%+15.9pp | 69.6%+21.3pp |
| Annual return | 13.00% | 30.10%-17.1pp | 109.16%-96.2pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,958 | $2,768+115.2% | $3,711+60.6% | $3,741+59.3% |
| Admin fee / account holder | $4,941 | $2,879+71.6% | $3,848+28.4% | $5,306-6.9% |