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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 | $76,916 | $80,992-5.0% | $96,534-20.3% | $75,173+2.3% |
| Participation rate | 90.6% | 71.8%+18.8pp | 76.0%+14.6pp | 67.2%+23.4pp |
| Annual return | 18.77% | 27.05%-8.3pp | 25.88%-7.1pp | 160.72%-141.9pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,920 | $3,929+50.6% | $4,851+22.0% | $4,126+43.5% |
| Admin fee / account holder | $1,903 | $6,717-71.7% | $8,253-76.9% | $5,651-66.3% |