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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 | $135,384 | $102,245+32.4% | $89,340+51.5% | $137,256-1.4% |
| Participation rate | 72.7% | 74.9%-2.2pp | 69.6%+3.2pp | 80.0%-7.2pp |
| Annual return | 12.55% | 21.89%-9.3pp | 20.57%-8.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,021 | $4,436-77.0% | $3,823-73.3% | $6,407-84.1% |
| Admin fee / account holder | $2,326 | $8,085-71.2% | $6,704-65.3% | $12,270-81.0% |