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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 | $65,884 | $64,359+2.4% | $90,161-26.9% | $70,126-6.0% |
| Participation rate | 77.5% | 70.4%+7.1pp | 76.9%+0.6pp | 69.5%+8.0pp |
| Annual return | 19.57% | 28.13%-8.6pp | 34.89%-15.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,598 | $4,389+4.8% | $5,287-13.0% | $3,332+38.0% |
| Admin fee / account holder | $1,699 | $3,945-56.9% | $5,943-71.4% | $4,645-63.4% |