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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 | $67,475 | $136,860-50.7% | $120,344-43.9% | $154,746-56.4% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 13.83% | 21.38%-7.5pp | 20.30%-6.5pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,323 | $5,793-42.6% | $5,135-35.3% | $6,730-50.6% |
| Admin fee / account holder | $25,490 | $15,393+65.6% | $12,742+100.1% | $14,365+77.4% |