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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 | $56,780 | $49,249+15.3% | $70,476-19.4% | $79,852-28.9% |
| Participation rate | 87.5% | 69.2%+18.3pp | 75.1%+12.4pp | 69.6%+17.9pp |
| Annual return | 12.97% | 30.09%-17.1pp | 109.12%-96.1pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,323 | $2,769+92.2% | $3,710+43.5% | $3,740+42.3% |
| Admin fee / account holder | $1,247 | $2,878-56.7% | $3,847-67.6% | $5,306-76.5% |