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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 | $83,574 | $93,617-10.7% | $135,982-38.5% | $75,177+11.2% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | 20.74% | 30.89%-10.1pp | 68.32%-47.6pp | 160.75%-140.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,296 | $6,406+123.2% | $7,760+84.2% | $4,126+246.4% |
| Admin fee / account holder | $1,421 | $6,980-79.6% | $10,767-86.8% | $5,651-74.9% |