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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 | $93,714 | $93,617+0.1% | $135,982-31.1% | $75,177+24.7% |
| Participation rate | 83.5% | 75.2%+8.3pp | 81.9%+1.6pp | 67.2%+16.3pp |
| Annual return | 17.80% | 30.89%-13.1pp | 68.32%-50.5pp | 160.75%-142.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,853 | $6,406-8.6% | $7,760-24.6% | $4,126+41.8% |
| Admin fee / account holder | $6,042 | $6,980-13.4% | $10,767-43.9% | $5,651+6.9% |