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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 | $73,227 | $65,361+12.0% | $92,903-21.2% | $72,983+0.3% |
| Participation rate | 73.1% | 68.3%+4.8pp | 76.0%-2.9pp | 69.5%+3.6pp |
| Annual return | 24.69% | 42.11%-17.4pp | 109.43%-84.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,928 | $3,128+25.6% | $4,238-7.3% | $3,608+8.9% |
| Admin fee / account holder | $3,428 | $4,251-19.4% | $5,795-40.8% | $5,124-33.1% |