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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 | $41,179 | $77,472-46.8% | $100,415-59.0% | $80,959-49.1% |
| Participation rate | 95.7% | 76.9%+18.8pp | 81.5%+14.2pp | 67.7%+28.1pp |
| Annual return | 18.70% | 37.26%-18.6pp | 49.47%-30.8pp | 35.67%-17.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,372 | $6,818+52.1% | $8,091+28.2% | $4,300+141.2% |
| Admin fee / account holder | $5,186 | $5,885-11.9% | $7,906-34.4% | $6,925-25.1% |