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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 | $117,717 | $76,551+53.8% | $123,894-5.0% | $62,881+87.2% |
| Participation rate | 87.5% | 73.0%+14.5pp | 81.4%+6.1pp | 69.3%+18.2pp |
| Annual return | 7.99% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,074 | $4,840+46.2% | $5,984+18.2% | $3,203+120.9% |
| Admin fee / account holder | $985 | $4,826-79.6% | $8,357-88.2% | $4,296-77.1% |