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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 | $49,255+7.7% | $70,494-24.7% | $79,856-33.6% |
| Participation rate | 92.2% | 69.2%+23.0pp | 75.1%+17.1pp | 69.6%+22.5pp |
| Annual return | 11.93% | 30.10%-18.2pp | 109.16%-97.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,292 | $2,768-53.3% | $3,711-65.2% | $3,741-65.5% |
| Admin fee / account holder | $4,115 | $2,879+42.9% | $3,848+7.0% | $5,306-22.4% |