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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 | $105,600 | $49,255+114.4% | $70,494+49.8% | $79,856+32.2% |
| Participation rate | 86.8% | 69.2%+17.7pp | 75.1%+11.8pp | 69.6%+17.2pp |
| Annual return | 17.11% | 30.10%-13.0pp | 109.16%-92.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,233 | $2,768+197.4% | $3,711+121.9% | $3,741+120.1% |
| Admin fee / account holder | $3,006 | $2,879+4.4% | $3,848-21.9% | $5,306-43.3% |