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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 | $176,720 | $100,194+76.4% | $122,979+43.7% | $86,983+103.2% |
| Participation rate | 73.5% | 73.0%+0.6pp | 77.2%-3.7pp | 69.5%+4.0pp |
| Annual return | 12.64% | 16.47%-3.8pp | 20.12%-7.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,352 | $4,133+29.5% | $5,003+7.0% | $4,194+27.6% |
| Admin fee / account holder | $7,289 | $10,148-28.2% | $12,864-43.3% | $7,856-7.2% |