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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 | $115,967 | $98,776+17.4% | $149,745-22.6% | $79,856+45.2% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.5%+2.8pp | 69.6%+15.7pp |
| Annual return | 13.85% | 27.38%-13.5pp | 276.72%-262.9pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,766 | $5,681+36.7% | $6,843+13.5% | $3,741+107.6% |
| Admin fee / account holder | $19,036 | $6,053+214.5% | $9,312+104.4% | $5,306+258.7% |