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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 | $57,810 | $95,404-39.4% | $113,397-49.0% | $82,637-30.0% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 18.54% | 19.08%-0.5pp | 23.20%-4.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,771 | $4,220+84.2% | $5,076+53.1% | $4,126+88.3% |
| Admin fee / account holder | $1,192 | $9,168-87.0% | $11,957-90.0% | $7,339-83.8% |