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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 | $128,641 | $52,306+145.9% | $69,779+84.4% | $62,881+104.6% |
| Participation rate | 81.8% | 67.2%+14.6pp | 71.8%+10.0pp | 69.3%+12.5pp |
| Annual return | 7.52% | 13.35%-5.8pp | 12.99%-5.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,278 | $2,395+78.6% | $2,931+46.0% | $3,203+33.6% |
| Admin fee / account holder | $826 | $3,691-77.6% | $4,381-81.2% | $4,296-80.8% |