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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 | $42,725 | $39,132+9.2% | $57,196-25.3% | $62,881-32.1% |
| Participation rate | 89.7% | 70.5%+19.3pp | 75.3%+14.4pp | 69.3%+20.4pp |
| Annual return | 6.75% | 9.24%-2.5pp | 14.59%-7.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,670 | $2,374+96.7% | $3,096+50.8% | $3,203+45.8% |
| Admin fee / account holder | $958 | $2,594-63.1% | $3,141-69.5% | $4,296-77.7% |