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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 | $66,747 | $77,817-14.2% | $123,553-46.0% | $64,173+4.0% |
| Participation rate | 80.3% | 74.7%+5.6pp | 82.3%-2.0pp | 69.6%+10.8pp |
| Annual return | 10.56% | 12.49%-1.9pp | 119.21%-108.6pp | 7.63%+2.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,945 | $5,240-43.8% | $6,426-54.2% | $3,470-15.1% |
| Admin fee / account holder | $6,739 | $5,519+22.1% | $9,284-27.4% | $4,887+37.9% |