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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 | $63,930 | $72,273-11.5% | $101,275-36.9% | $79,856-19.9% |
| Participation rate | 76.3% | 68.5%+7.9pp | 75.8%+0.5pp | 69.6%+6.7pp |
| Annual return | 14.01% | 22.30%-8.3pp | 46.48%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,319 | $3,282+62.1% | $4,371+21.7% | $3,741+42.2% |
| Admin fee / account holder | $1,925 | $4,401-56.3% | $5,948-67.6% | $5,306-63.7% |