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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 | $105,238 | $76,371+37.8% | $93,621+12.4% | $72,976+44.2% |
| Participation rate | 83.3% | 71.8%+11.6pp | 75.8%+7.5pp | 69.5%+13.8pp |
| Annual return | 21.59% | 25.82%-4.2pp | 32.76%-11.2pp | 81.02%-59.4pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,559 | $3,538-27.7% | $4,070-37.1% | $3,608-29.1% |
| Admin fee / account holder | $1,291 | $6,839-81.1% | $7,890-83.6% | $5,124-74.8% |