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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 | $101,300 | $99,345+2.0% | $84,753+19.5% | $273,972-63.0% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 6.11% | 22.93%-16.8pp | 22.78%-16.7pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,331 | $4,270+48.3% | $3,712+70.6% | $5,287+19.7% |
| Admin fee / account holder | $9,753 | $6,645+46.8% | $5,333+82.9% | $10,133-3.7% |