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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 | $53,047 | $49,239+7.7% | $70,462-24.7% | $79,858-33.6% |
| Participation rate | 92.2% | 69.2%+23.0pp | 75.1%+17.1pp | 69.6%+22.6pp |
| Annual return | 11.93% | 30.08%-18.1pp | 109.08%-97.1pp | 31.72%-19.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,292 | $2,769-53.4% | $3,710-65.2% | $3,740-65.5% |
| Admin fee / account holder | $4,115 | $2,876+43.1% | $3,845+7.0% | $5,306-22.4% |