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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 | $85,729 | $72,492+18.3% | $87,104-1.6% | $72,975+17.5% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.0pp | 69.5%+13.4pp |
| Annual return | 16.69% | 24.46%-7.8pp | 28.19%-11.5pp | 81.01%-64.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,627 | $3,270+41.5% | $4,048+14.3% | $3,608+28.3% |
| Admin fee / account holder | $2,194 | $5,055-56.6% | $7,491-70.7% | $5,124-57.2% |