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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 | $69,933 | $45,087+55.1% | $69,483+0.6% | $72,976-4.2% |
| Participation rate | 90.5% | 68.5%+22.0pp | 74.6%+15.9pp | 69.5%+21.0pp |
| Annual return | 18.83% | 22.67%-3.8pp | 28.99%-10.2pp | 81.02%-62.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,711 | $2,603+157.8% | $3,537+89.8% | $3,608+86.0% |
| Admin fee / account holder | $5,807 | $3,057+90.0% | $3,841+51.2% | $5,124+13.3% |