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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 | $73,825 | $60,349+22.3% | $74,184-0.5% | $62,881+17.4% |
| Participation rate | 90.5% | 72.7%+17.7pp | 76.6%+13.9pp | 69.3%+21.2pp |
| Annual return | 5.60% | 21.38%-15.8pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,880 | $2,856+70.9% | $3,550+37.5% | $3,203+52.4% |
| Admin fee / account holder | $21,239 | $4,261+398.5% | $5,586+280.2% | $4,296+394.4% |