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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 | $51,036 | $72,492-29.6% | $87,104-41.4% | $72,975-30.1% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 19.20% | 24.46%-5.3pp | 28.19%-9.0pp | 81.01%-61.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,138 | $3,270+26.5% | $4,048+2.2% | $3,608+14.7% |
| Admin fee / account holder | $9,309 | $5,055+84.2% | $7,491+24.3% | $5,124+81.7% |