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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 | $92,535 | $71,872+28.8% | $86,691+6.7% | $68,495+35.1% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | 7.62% | 3.53%+4.1pp | 35.94%-28.3pp | -7.84%+15.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,534 | $3,779-6.5% | $4,656-24.1% | $4,028-12.2% |
| Admin fee / account holder | $16,328 | $6,112+167.1% | $7,492+117.9% | $5,403+202.2% |