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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 | $111,167 | $86,940+27.9% | $102,434+8.5% | $80,935+37.4% |
| Participation rate | 75.8% | 72.4%+3.4pp | 76.5%-0.8pp | 67.7%+8.1pp |
| Annual return | 16.60% | 18.89%-2.3pp | 29.46%-12.9pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,742 | $4,121-33.5% | $5,055-45.8% | $4,299-36.2% |
| Admin fee / account holder | $2,284 | $8,047-71.6% | $9,462-75.9% | $6,924-67.0% |