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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 | $81,547 | $106,749-23.6% | $145,433-43.9% | $82,448-1.1% |
| Participation rate | 84.3% | 75.6%+8.7pp | 82.1%+2.2pp | 68.1%+16.3pp |
| Annual return | 22.68% | 27.59%-4.9pp | 66.58%-43.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,818 | $6,519+142.7% | $7,897+100.3% | $4,139+282.1% |
| Admin fee / account holder | $3,177 | $8,390-62.1% | $13,129-75.8% | $7,234-56.1% |