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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 | $109,417 | $67,602+61.9% | $82,312+32.9% | $70,126+56.0% |
| Participation rate | 84.4% | 72.8%+11.6pp | 76.9%+7.5pp | 69.5%+14.8pp |
| Annual return | 19.67% | 21.57%-1.9pp | 25.88%-6.2pp | 73.15%-53.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,354 | $2,987+79.2% | $3,706+44.5% | $3,332+60.7% |
| Admin fee / account holder | $2,778 | $4,512-38.4% | $5,608-50.5% | $4,645-40.2% |