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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 | $64,050 | $78,428-18.3% | $95,960-33.3% | $79,852-19.8% |
| Participation rate | 94.2% | 73.5%+20.7pp | 77.1%+17.2pp | 69.6%+24.6pp |
| Annual return | 11.11% | 19.37%-8.3pp | 91.63%-80.5pp | 31.72%-20.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,297 | $3,440+24.9% | $4,167+3.1% | $3,740+14.9% |
| Admin fee / account holder | $7,662 | $5,622+36.3% | $6,797+12.7% | $5,306+44.4% |