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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 | $86,235 | $47,848+80.2% | $81,473+5.8% | $70,126+23.0% |
| Participation rate | 81.8% | 58.3%+23.5pp | 68.0%+13.9pp | 69.5%+12.3pp |
| Annual return | 15.82% | 27.25%-11.4pp | 38.78%-23.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,395 | $2,453+79.2% | $3,537+24.3% | $3,332+31.9% |
| Admin fee / account holder | $3,502 | $3,145+11.4% | $4,561-23.2% | $4,645-24.6% |