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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 | $116,088 | $68,878+68.5% | $120,574-3.7% | $80,935+43.4% |
| Participation rate | 88.5% | 61.7%+26.8pp | 71.9%+16.5pp | 67.7%+20.8pp |
| Annual return | 10.47% | 23.67%-13.2pp | 107.42%-97.0pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,458 | $3,189+8.4% | $4,996-30.8% | $4,299-19.6% |
| Admin fee / account holder | $605 | $5,782-89.5% | $9,445-93.6% | $6,924-91.3% |