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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 | $50,995 | $39,132+30.3% | $57,196-10.8% | $62,881-18.9% |
| Participation rate | 74.1% | 70.5%+3.6pp | 75.3%-1.3pp | 69.3%+4.8pp |
| Annual return | 11.05% | 9.24%+1.8pp | 14.59%-3.5pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,249 | $2,374+36.8% | $3,096+4.9% | $3,203+1.4% |
| Admin fee / account holder | $949 | $2,594-63.4% | $3,141-69.8% | $4,296-77.9% |