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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 | $54,901 | $67,606-18.8% | $82,313-33.3% | $70,124-21.7% |
| Participation rate | 82.6% | 72.8%+9.8pp | 76.9%+5.7pp | 69.5%+13.1pp |
| Annual return | 13.13% | 21.57%-8.4pp | 25.88%-12.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,147 | $2,987+5.4% | $3,706-15.1% | $3,332-5.5% |
| Admin fee / account holder | $5,597 | $4,512+24.0% | $5,608-0.2% | $4,645+20.5% |