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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 | $201,037 | $114,712+75.3% | $173,730+15.7% | $87,485+129.8% |
| Participation rate | 80.8% | 73.0%+7.8pp | 79.6%+1.2pp | 68.9%+11.8pp |
| Annual return | 16.02% | 20.18%-4.2pp | 19.96%-3.9pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,815 | $4,642+68.4% | $6,326+23.5% | $4,274+82.9% |
| Admin fee / account holder | $8,725 | $10,210-14.5% | $17,523-50.2% | $7,775+12.2% |