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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 | $106,609 | $70,486+51.2% | $100,528+6.0% | $79,852+33.5% |
| Participation rate | 71.4% | 73.6%-2.2pp | 79.4%-8.0pp | 69.6%+1.8pp |
| Annual return | 16.54% | 21.90%-5.4pp | 30.90%-14.4pp | 31.72%-15.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,956 | $5,182-4.4% | $6,271-21.0% | $3,740+32.5% |
| Admin fee / account holder | $881 | $4,480-80.3% | $8,084-89.1% | $5,306-83.4% |