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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 | $56,090 | $94,031-40.3% | $115,768-51.5% | $82,448-32.0% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.4%+23.9pp | 68.1%+30.2pp |
| Annual return | 18.95% | 20.61%-1.7pp | 100.46%-81.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,887 | $3,972+48.2% | $4,917+19.7% | $4,139+42.2% |
| Admin fee / account holder | $4,382 | $10,249-57.2% | $12,439-64.8% | $7,234-39.4% |