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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 | $65,244 | $76,551-14.8% | $123,894-47.3% | $62,881+3.8% |
| Participation rate | 98.4% | 73.0%+25.4pp | 81.4%+17.0pp | 69.3%+29.1pp |
| Annual return | 6.31% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,094 | $4,840-56.7% | $5,984-65.0% | $3,203-34.6% |
| Admin fee / account holder | $8,244 | $4,826+70.8% | $8,357-1.4% | $4,296+91.9% |