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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 | $52,040 | $67,602-23.0% | $82,312-36.8% | $70,126-25.8% |
| Participation rate | 86.6% | 72.8%+13.8pp | 76.9%+9.7pp | 69.5%+17.0pp |
| Annual return | 14.29% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,543 | $2,987+18.6% | $3,706-4.4% | $3,332+6.3% |
| Admin fee / account holder | $4,845 | $4,512+7.4% | $5,608-13.6% | $4,645+4.3% |