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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 | $53,060 | $60,349-12.1% | $74,184-28.5% | $62,881-15.6% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 5.76% | 21.38%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,674 | $2,856+28.6% | $3,550+3.5% | $3,203+14.7% |
| Admin fee / account holder | $1,962 | $4,261-53.9% | $5,586-64.9% | $4,296-54.3% |