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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 | $61,380 | $45,082+36.2% | $69,464-11.6% | $72,975-15.9% |
| Participation rate | 76.9% | 68.5%+8.4pp | 74.6%+2.3pp | 69.5%+7.4pp |
| Annual return | 20.27% | 22.66%-2.4pp | 28.98%-8.7pp | 81.01%-60.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,571 | $2,604+114.0% | $3,536+57.5% | $3,608+54.4% |
| Admin fee / account holder | $646 | $3,057-78.9% | $3,840-83.2% | $5,124-87.4% |