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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 | $92,542 | $45,087+105.3% | $69,483+33.2% | $72,976+26.8% |
| Participation rate | 96.2% | 68.5%+27.7pp | 74.6%+21.6pp | 69.5%+26.7pp |
| Annual return | 18.38% | 22.67%-4.3pp | 28.99%-10.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,699 | $2,603+311.0% | $3,537+202.5% | $3,608+196.6% |
| Admin fee / account holder | $3,220 | $3,057+5.3% | $3,841-16.2% | $5,124-37.2% |