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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 | $68,133 | $49,255+38.3% | $70,494-3.3% | $79,856-14.7% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 8.71% | 30.10%-21.4pp | 109.16%-100.5pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,041 | $2,768+9.9% | $3,711-18.0% | $3,741-18.7% |
| Admin fee / account holder | $2,393 | $2,879-16.9% | $3,848-37.8% | $5,306-54.9% |