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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 | $77,029 | $53,128+45.0% | $86,582-11.0% | $70,126+9.8% |
| Participation rate | 79.0% | 65.3%+13.7pp | 73.5%+5.5pp | 69.5%+9.5pp |
| Annual return | 13.44% | 27.66%-14.2pp | 965.08%-951.6pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,067 | $2,695+13.8% | $3,609-15.0% | $3,332-8.0% |
| Admin fee / account holder | $3,378 | $3,584-5.7% | $4,904-31.1% | $4,645-27.3% |