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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 | $91,845 | $60,349+52.2% | $74,184+23.8% | $62,881+46.1% |
| Participation rate | 76.2% | 72.7%+3.5pp | 76.6%-0.4pp | 69.3%+6.9pp |
| Annual return | 9.54% | 21.38%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,026 | $2,856+111.0% | $3,550+69.8% | $3,203+88.1% |
| Admin fee / account holder | $3,053 | $4,261-28.3% | $5,586-45.3% | $4,296-28.9% |