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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 | $84,394 | $60,349+39.8% | $74,184+13.8% | $62,881+34.2% |
| Participation rate | 75.7% | 72.7%+2.9pp | 76.6%-0.9pp | 69.3%+6.4pp |
| Annual return | 8.83% | 21.38%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,513 | $2,856+58.0% | $3,550+27.1% | $3,203+40.9% |
| Admin fee / account holder | $2,957 | $4,261-30.6% | $5,586-47.1% | $4,296-31.2% |