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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 | $62,604 | $45,087+38.9% | $69,483-9.9% | $72,976-14.2% |
| Participation rate | 89.7% | 68.5%+21.2pp | 74.6%+15.1pp | 69.5%+20.2pp |
| Annual return | 10.18% | 22.67%-12.5pp | 28.99%-18.8pp | 81.02%-70.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,672 | $2,603+2.6% | $3,537-24.5% | $3,608-25.9% |
| Admin fee / account holder | $868 | $3,057-71.6% | $3,841-77.4% | $5,124-83.1% |