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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 | $109,821 | $86,938+26.3% | $102,423+7.2% | $80,925+35.7% |
| Participation rate | 98.4% | 72.4%+26.0pp | 76.5%+21.9pp | 67.7%+30.7pp |
| Annual return | 11.09% | 18.89%-7.8pp | 29.42%-18.3pp | 35.65%-24.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,518 | $4,120+33.9% | $5,054+9.2% | $4,299+28.4% |
| Admin fee / account holder | $6,250 | $8,053-22.4% | $9,455-33.9% | $6,940-9.9% |