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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 | $116,289 | $65,712+77.0% | $57,196+103.3% | $273,972-57.6% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.3%+4.7pp | 83.0%-3.0pp |
| Annual return | 6.41% | 22.01%-15.6pp | 14.59%-8.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,353 | $3,782+68.0% | $3,096+105.2% | $5,287+20.1% |
| Admin fee / account holder | $891 | $4,838-81.6% | $3,141-71.6% | $10,133-91.2% |