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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 | $77,492-46.9% | $100,398-59.0% | $80,911-49.1% |
| Participation rate | 95.7% | 76.9%+18.8pp | 81.5%+14.2pp | 67.6%+28.1pp |
| Annual return | 18.70% | 37.23%-18.5pp | 49.32%-30.6pp | 35.63%-16.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,372 | $6,817+52.1% | $8,084+28.3% | $4,297+141.4% |
| Admin fee / account holder | $5,186 | $5,892-12.0% | $7,893-34.3% | $6,935-25.2% |