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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 | $110,659 | $76,551+44.6% | $123,894-10.7% | $62,881+76.0% |
| Participation rate | 95.3% | 73.0%+22.3pp | 81.4%+13.9pp | 69.3%+26.0pp |
| Annual return | 10.14% | 18.68%-8.5pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $15,392 | $4,840+218.0% | $5,984+157.2% | $3,203+380.5% |
| Admin fee / account holder | $6,123 | $4,826+26.9% | $8,357-26.7% | $4,296+42.5% |