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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 | $96,636 | $60,349+60.1% | $74,184+30.3% | $62,881+53.7% |
| Participation rate | 85.9% | 72.7%+13.2pp | 76.6%+9.3pp | 69.3%+16.6pp |
| Annual return | 13.49% | 21.38%-7.9pp | 17.74%-4.2pp | 20.14%-6.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,652 | $2,856+27.9% | $3,550+2.9% | $3,203+14.0% |
| Admin fee / account holder | $325 | $4,261-92.4% | $5,586-94.2% | $4,296-92.4% |