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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 | $137,485 | $65,712+109.2% | $57,196+140.4% | $273,972-49.8% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 7.02% | 22.01%-15.0pp | 14.59%-7.6pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,274 | $3,782+13.0% | $3,096+38.1% | $5,287-19.2% |
| Admin fee / account holder | $402 | $4,838-91.7% | $3,141-87.2% | $10,133-96.0% |