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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 | $71,825 | $60,349+19.0% | $74,184-3.2% | $62,881+14.2% |
| Participation rate | 76.0% | 72.7%+3.3pp | 76.6%-0.6pp | 69.3%+6.7pp |
| Annual return | 9.27% | 21.38%-12.1pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,423 | $2,856+19.8% | $3,550-3.6% | $3,203+6.9% |
| Admin fee / account holder | $1,732 | $4,261-59.4% | $5,586-69.0% | $4,296-59.7% |