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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 | $80,699 | $77,449+4.2% | $69,483+16.1% | $152,909-47.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 74.6%+8.7pp | 82.5%+0.9pp |
| Annual return | 12.11% | 39.09%-27.0pp | 28.99%-16.9pp | 345.46%-333.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,050 | $4,415+14.4% | $3,537+42.8% | $5,851-13.7% |
| Admin fee / account holder | $1,397 | $6,210-77.5% | $3,841-63.6% | $11,601-88.0% |