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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 | $72,460 | $49,255+47.1% | $70,494+2.8% | $79,856-9.3% |
| Participation rate | 74.5% | 69.2%+5.3pp | 75.1%-0.6pp | 69.6%+4.8pp |
| Annual return | 14.67% | 30.10%-15.4pp | 109.16%-94.5pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,260 | $2,768+17.8% | $3,711-12.1% | $3,741-12.9% |
| Admin fee / account holder | $13,437 | $2,879+366.7% | $3,848+249.2% | $5,306+153.2% |