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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 | $64,964 | $48,078+35.1% | $78,676-17.4% | $62,881+3.3% |
| Participation rate | 78.4% | 65.2%+13.2pp | 73.6%+4.8pp | 69.3%+9.1pp |
| Annual return | 7.20% | 31.36%-24.2pp | 62.19%-55.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,832 | $2,587+86.8% | $3,517+37.4% | $3,203+50.9% |
| Admin fee / account holder | $11,081 | $3,206+245.6% | $4,510+145.7% | $4,296+158.0% |