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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 | $74,656 | $65,712+13.6% | $57,196+30.5% | $273,972-72.8% |
| Participation rate | 95.5% | 78.3%+17.1pp | 75.3%+20.1pp | 83.0%+12.4pp |
| Annual return | 6.05% | 22.01%-16.0pp | 14.59%-8.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,341 | $3,782+94.1% | $3,096+137.1% | $5,287+38.8% |
| Admin fee / account holder | $2,781 | $4,838-42.5% | $3,141-11.4% | $10,133-72.6% |