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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 | $123,033 | $80,983+51.9% | $96,544+27.4% | $75,177+63.7% |
| Participation rate | 94.2% | 71.8%+22.4pp | 76.0%+18.2pp | 67.2%+27.0pp |
| Annual return | 15.04% | 27.05%-12.0pp | 25.88%-10.8pp | 160.75%-145.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,715 | $3,929-30.9% | $4,851-44.0% | $4,126-34.2% |
| Admin fee / account holder | $11,247 | $6,717+67.4% | $8,254+36.3% | $5,651+99.0% |