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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 | $42,141 | $181,896-76.8% | $156,551-73.1% | $273,972-84.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 3.50% | 30.74%-27.2pp | 32.23%-28.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $2,446 | $6,248-60.9% | $5,501-55.5% | $4,869-49.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,955 | $15,560+9.0% | $13,028+30.1% | $10,133+67.3% |