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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 | $108,914 | $69,590+56.5% | $136,867-20.4% | $94,015+15.8% |
| Participation rate | 85.7% | 66.3%+19.4pp | 74.5%+11.2pp | 70.8%+14.9pp |
| Annual return | 15.64% | 19.62%-4.0pp | 42.97%-27.3pp | 17.84%-2.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,567 | $3,437+62.0% | $4,924+13.1% | $4,249+31.0% |
| Admin fee / account holder | $3,431 | $8,912-61.5% | $10,340-66.8% | $8,951-61.7% |