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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 | $104,519 | $72,486+44.2% | $87,103+20.0% | $72,976+43.2% |
| Participation rate | 86.1% | 72.8%+13.3pp | 76.9%+9.2pp | 69.5%+16.6pp |
| Annual return | 24.29% | 24.46%-0.2pp | 28.19%-3.9pp | 81.02%-56.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,657 | $3,270+73.0% | $4,049+39.7% | $3,608+56.8% |
| Admin fee / account holder | $4,812 | $5,055-4.8% | $7,491-35.8% | $5,124-6.1% |