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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 | $103,164+31.2% | $90,259+50.0% | $154,746-12.5% |
| Participation rate | 72.7% | 76.1%-3.4pp | 70.7%+2.0pp | 80.7%-8.0pp |
| Annual return | 12.55% | 19.25%-6.7pp | 18.88%-6.3pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,021 | $4,422-76.9% | $3,827-73.3% | $6,730-84.8% |
| Admin fee / account holder | $2,326 | $8,593-72.9% | $7,267-68.0% | $14,365-83.8% |