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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 | $78,590 | $76,551+2.7% | $123,894-36.6% | $62,881+25.0% |
| Participation rate | 87.1% | 73.0%+14.1pp | 81.4%+5.7pp | 69.3%+17.8pp |
| Annual return | 5.90% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,783 | $4,840+19.5% | $5,984-3.4% | $3,203+80.6% |
| Admin fee / account holder | $5,736 | $4,826+18.9% | $8,357-31.4% | $4,296+33.5% |