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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 | $135,306 | $45,082+200.1% | $69,464+94.8% | $72,975+85.4% |
| Participation rate | 73.7% | 68.5%+5.2pp | 74.6%-0.9pp | 69.5%+4.2pp |
| Annual return | 20.47% | 22.66%-2.2pp | 28.98%-8.5pp | 81.01%-60.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,859 | $2,604+48.2% | $3,536+9.1% | $3,608+7.0% |
| Admin fee / account holder | $10,979 | $3,057+259.1% | $3,840+185.9% | $5,124+114.3% |