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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 | $102,199 | $78,423+30.3% | $95,964+6.5% | $79,856+28.0% |
| Participation rate | 74.2% | 73.5%+0.7pp | 77.1%-2.9pp | 69.6%+4.6pp |
| Annual return | 12.83% | 19.37%-6.5pp | 91.64%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,099 | $3,440+193.6% | $4,167+142.4% | $3,741+170.0% |
| Admin fee / account holder | $18,110 | $5,622+222.2% | $6,797+166.4% | $5,306+241.3% |