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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 | $71,133 | $56,287+26.4% | $80,977-12.2% | $62,881+13.1% |
| Participation rate | 82.2% | 68.9%+13.3pp | 75.8%+6.4pp | 69.3%+12.9pp |
| Annual return | 8.02% | 22.13%-14.1pp | 17.11%-9.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,124 | $4,196+46.0% | $5,696+7.5% | $3,203+91.2% |
| Admin fee / account holder | $5,067 | $3,742+35.4% | $5,517-8.1% | $4,296+18.0% |