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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 | $90,357 | $65,685+37.6% | $57,181+58.0% | $273,965-67.0% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 4.18% | 21.99%-17.8pp | 14.59%-10.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,689 | $3,781+156.3% | $3,096+213.0% | $5,287+83.3% |
| Admin fee / account holder | $2,247 | $4,835-53.5% | $3,139-28.4% | $10,132-77.8% |