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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 | $77,290 | $108,825-29.0% | $156,181-50.5% | $82,448-6.3% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 13.76% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,851 | $4,577+6.0% | $6,132-20.9% | $4,139+17.2% |
| Admin fee / account holder | $10,790 | $9,341+15.5% | $14,586-26.0% | $7,234+49.2% |