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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 | $128,044 | $60,349+112.2% | $74,184+72.6% | $62,881+103.6% |
| Participation rate | 71.2% | 72.7%-1.5pp | 76.6%-5.4pp | 69.3%+1.9pp |
| Annual return | 10.47% | 21.38%-10.9pp | 17.74%-7.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,458 | $2,856-49.0% | $3,550-58.9% | $3,203-54.5% |
| Admin fee / account holder | $8,261 | $4,261+93.9% | $5,586+47.9% | $4,296+92.3% |