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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 | $115,520 | $106,749+8.2% | $145,433-20.6% | $82,448+40.1% |
| Participation rate | 81.1% | 75.6%+5.4pp | 82.1%-1.0pp | 68.1%+13.0pp |
| Annual return | 15.21% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,024 | $6,519+38.4% | $7,897+14.3% | $4,139+118.0% |
| Admin fee / account holder | $7,185 | $8,390-14.4% | $13,129-45.3% | $7,234-0.7% |