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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 | $69,692 | $65,712+6.1% | $57,196+21.8% | $273,972-74.6% |
| Participation rate | 84.2% | 78.3%+5.9pp | 75.3%+8.9pp | 83.0%+1.2pp |
| Annual return | 7.96% | 22.01%-14.0pp | 14.59%-6.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,858 | $3,782-24.4% | $3,096-7.7% | $5,287-45.9% |
| Admin fee / account holder | $2,081 | $4,838-57.0% | $3,141-33.8% | $10,133-79.5% |