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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 | $114,629 | $57,057+100.9% | $85,009+34.8% | $80,874+41.7% |
| Participation rate | 72.2% | 56.4%+15.9pp | 67.5%+4.7pp | 67.6%+4.6pp |
| Annual return | 14.01% | 21.66%-7.6pp | 66.47%-52.5pp | 35.62%-21.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,425 | $3,112+10.1% | $4,522-24.2% | $4,297-20.3% |
| Admin fee / account holder | $1,911 | $4,986-61.7% | $6,153-68.9% | $6,935-72.4% |