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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 | $75,799 | $64,359+17.8% | $90,161-15.9% | $70,126+8.1% |
| Participation rate | 87.5% | 70.4%+17.1pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 17.17% | 28.13%-11.0pp | 34.89%-17.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,311 | $4,389+134.9% | $5,287+95.0% | $3,332+209.5% |
| Admin fee / account holder | $7,600 | $3,945+92.7% | $5,943+27.9% | $4,645+63.6% |