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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 | $104,798 | $81,358+28.8% | $155,556-32.6% | $80,959+29.4% |
| Participation rate | 85.2% | 66.3%+18.9pp | 78.2%+7.0pp | 67.7%+17.5pp |
| Annual return | 17.82% | 33.39%-15.6pp | 64.84%-47.0pp | 35.67%-17.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,613 | $3,455+33.5% | $5,631-18.1% | $4,300+7.3% |
| Admin fee / account holder | $5,005 | $7,994-37.4% | $15,885-68.5% | $6,925-27.7% |