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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 | $56,135 | $48,078+16.8% | $78,676-28.7% | $62,881-10.7% |
| Participation rate | 93.5% | 65.2%+28.3pp | 73.6%+20.0pp | 69.3%+24.2pp |
| Annual return | 7.61% | 31.36%-23.8pp | 62.19%-54.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,294 | $2,015+13.9% | $2,850-19.5% | $2,281+0.6% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,420 | $3,206+193.8% | $4,510+108.9% | $4,296+119.3% |