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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 | $96,282 | $73,988+30.1% | $96,538-0.3% | $75,177+28.1% |
| Participation rate | 90.5% | 66.4%+24.0pp | 74.3%+16.1pp | 67.2%+23.3pp |
| Annual return | 14.26% | 26.73%-12.5pp | 35.74%-21.5pp | 160.75%-146.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,220 | $3,660+15.3% | $4,880-13.5% | $4,126+2.3% |
| Admin fee / account holder | $2,050 | $5,220-60.7% | $6,737-69.6% | $5,651-63.7% |