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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 | $113,420 | $76,371+48.5% | $93,621+21.1% | $72,976+55.4% |
| Participation rate | 93.0% | 71.8%+21.3pp | 75.8%+17.2pp | 69.5%+23.5pp |
| Annual return | 20.26% | 25.82%-5.6pp | 32.76%-12.5pp | 81.02%-60.8pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,066 | $3,538-41.6% | $4,070-49.2% | $3,608-42.7% |
| Admin fee / account holder | $6,801 | $6,839-0.6% | $7,890-13.8% | $5,124+32.7% |