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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 | $50,307 | $48,078+4.6% | $78,676-36.1% | $62,881-20.0% |
| Participation rate | 74.2% | 65.2%+9.0pp | 73.6%+0.6pp | 69.3%+4.9pp |
| Annual return | 10.28% | 31.36%-21.1pp | 62.19%-51.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,335 | $2,587+28.9% | $3,517-5.2% | $3,203+4.1% |
| Admin fee / account holder | $740 | $3,206-76.9% | $4,510-83.6% | $4,296-82.8% |