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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 | $93,380 | $72,486+28.8% | $87,103+7.2% | $72,976+28.0% |
| Participation rate | 72.3% | 72.8%-0.5pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 20.42% | 24.46%-4.0pp | 28.19%-7.8pp | 81.02%-60.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,157 | $3,270+27.1% | $4,049+2.7% | $3,608+15.2% |
| Admin fee / account holder | $6,137 | $5,055+21.4% | $7,491-18.1% | $5,124+19.8% |