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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 | $148,715 | $77,962+90.8% | $178,540-16.7% | $80,935+83.7% |
| Participation rate | 79.1% | 65.7%+13.4pp | 77.1%+2.0pp | 67.7%+11.4pp |
| Annual return | 17.20% | 18.10%-0.9pp | 27.15%-9.9pp | 35.66%-18.5pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,901 | $4,404+11.3% | $6,281-22.0% | $4,299+14.0% |
| Admin fee / account holder | $1,175 | $7,156-83.6% | $10,424-88.7% | $6,924-83.0% |