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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 | $145,883 | $72,492+101.2% | $87,102+67.5% | $72,983+99.9% |
| Participation rate | 78.6% | 72.8%+5.8pp | 76.9%+1.7pp | 69.5%+9.1pp |
| Annual return | 21.92% | 24.46%-2.5pp | 28.19%-6.3pp | 81.01%-59.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,347 | $3,270+2.4% | $4,048-17.3% | $3,608-7.2% |
| Admin fee / account holder | $1,109 | $5,055-78.1% | $7,491-85.2% | $5,124-78.4% |