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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 | $95,625 | $60,349+58.5% | $74,184+28.9% | $62,881+52.1% |
| Participation rate | 93.5% | 72.7%+20.8pp | 76.6%+16.9pp | 69.3%+24.2pp |
| Annual return | 6.12% | 21.38%-15.3pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,338 | $2,856+16.9% | $3,550-6.0% | $3,203+4.2% |
| Admin fee / account holder | $1,612 | $4,261-62.2% | $5,586-71.1% | $4,296-62.5% |