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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 | $128,507 | $60,349+112.9% | $74,184+73.2% | $62,881+104.4% |
| Participation rate | 73.1% | 72.7%+0.3pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | 6.30% | 21.38%-15.1pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,065 | $2,856+112.3% | $3,550+70.9% | $3,203+89.4% |
| Admin fee / account holder | $9,861 | $4,261+131.4% | $5,586+76.5% | $4,296+129.5% |