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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 | $89,195 | $101,798-12.4% | $165,071-46.0% | $80,935+10.2% |
| Participation rate | 93.1% | 71.8%+21.3pp | 78.6%+14.5pp | 67.7%+25.4pp |
| Annual return | 12.20% | 16.73%-4.5pp | 70.17%-58.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,737 | $4,476+5.8% | $6,035-21.5% | $4,299+10.2% |
| Admin fee / account holder | $3,888 | $8,221-52.7% | $12,695-69.4% | $6,924-43.9% |