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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 | $101,351 | $49,255+105.8% | $70,494+43.8% | $79,856+26.9% |
| Participation rate | 81.3% | 69.2%+12.1pp | 75.1%+6.2pp | 69.6%+11.6pp |
| Annual return | 7.16% | 30.10%-22.9pp | 109.16%-102.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,639 | $2,768-4.7% | $3,711-28.9% | $3,741-29.4% |
| Admin fee / account holder | $4,682 | $2,879+62.6% | $3,848+21.7% | $5,306-11.8% |