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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 | $114,437 | $88,707+29.0% | $74,184+54.3% | $273,972-58.2% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 2.76% | 11.94%-9.2pp | 17.74%-15.0pp | 41.46%-38.7pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,144 | $4,212+140.9% | $3,550+185.8% | $5,287+91.9% |
| Admin fee / account holder | $15,658 | $8,717+79.6% | $5,586+180.3% | $10,133+54.5% |