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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 | $87,779 | $97,648-10.1% | $121,663-27.9% | $87,485+0.3% |
| Participation rate | 88.7% | 70.5%+18.2pp | 74.5%+14.2pp | 68.9%+19.8pp |
| Annual return | 13.51% | 18.03%-4.5pp | 147.54%-134.0pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,844 | $3,923+49.0% | $4,887+19.6% | $4,274+36.8% |
| Admin fee / account holder | $1,588 | $11,100-85.7% | $14,289-88.9% | $7,775-79.6% |