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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 | $70,630 | $48,078+46.9% | $78,676-10.2% | $62,881+12.3% |
| Participation rate | 73.3% | 65.2%+8.1pp | 73.6%-0.2pp | 69.3%+4.0pp |
| Annual return | 30.61% | 31.36%-0.8pp | 62.19%-31.6pp | 20.14%+10.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,556 | $2,587+37.5% | $3,517+1.1% | $3,203+11.0% |
| Admin fee / account holder | $2,161 | $3,206-32.6% | $4,510-52.1% | $4,296-49.7% |