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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 | $54,793 | $39,132+40.0% | $57,196-4.2% | $62,881-12.9% |
| Participation rate | 88.3% | 70.5%+17.9pp | 75.3%+13.0pp | 69.3%+19.0pp |
| Annual return | 6.99% | 9.24%-2.3pp | 14.59%-7.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,905 | $2,374+22.4% | $3,096-6.2% | $3,203-9.3% |
| Admin fee / account holder | $838 | $2,594-67.7% | $3,141-73.3% | $4,296-80.5% |