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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 | $71,508 | $45,082+58.6% | $69,464+2.9% | $72,975-2.0% |
| Participation rate | 78.3% | 68.5%+9.8pp | 74.6%+3.7pp | 69.5%+8.8pp |
| Annual return | 22.79% | 22.66%+0.1pp | 28.98%-6.2pp | 81.01%-58.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,283 | $2,604+26.1% | $3,536-7.2% | $3,608-9.0% |
| Admin fee / account holder | $2,281 | $3,057-25.4% | $3,840-40.6% | $5,124-55.5% |