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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 | $119,060 | $54,541+118.3% | $78,778+51.1% | $70,126+69.8% |
| Participation rate | 82.5% | 60.8%+21.7pp | 69.2%+13.3pp | 69.5%+12.9pp |
| Annual return | 14.89% | 21.07%-6.2pp | 35.62%-20.7pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,540 | $2,210+60.2% | $2,958+19.7% | $3,332+6.3% |
| Admin fee / account holder | $736 | $3,709-80.2% | $5,134-85.7% | $4,645-84.2% |