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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 | $57,140+100.6% | $85,240+34.5% | $80,959+41.6% |
| Participation rate | 72.2% | 56.4%+15.8pp | 67.5%+4.7pp | 67.7%+4.6pp |
| Annual return | 14.01% | 21.71%-7.7pp | 66.75%-52.7pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,425 | $3,115+10.0% | $4,527-24.3% | $4,300-20.3% |
| Admin fee / account holder | $1,911 | $4,992-61.7% | $6,165-69.0% | $6,925-72.4% |