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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 | $80,465 | $76,367+5.4% | $93,614-14.0% | $72,983+10.3% |
| Participation rate | 70.8% | 71.7%-0.9pp | 75.8%-5.0pp | 69.5%+1.3pp |
| Annual return | 24.06% | 25.82%-1.8pp | 32.76%-8.7pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,793 | $3,538-21.1% | $4,069-31.4% | $3,608-22.6% |
| Admin fee / account holder | $2,061 | $6,838-69.9% | $7,889-73.9% | $5,124-59.8% |