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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 | $79,330 | $76,407+3.8% | $150,298-47.2% | $82,448-3.8% |
| Participation rate | 90.0% | 66.4%+23.6pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 14.18% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,694 | $3,214+14.9% | $5,453-32.2% | $4,139-10.7% |
| Admin fee / account holder | $6,310 | $6,352-0.7% | $14,116-55.3% | $7,234-12.8% |