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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 | $134,943 | $117,895+14.5% | $102,460+31.7% | $145,897-7.5% |
| Participation rate | 79.2% | 78.6%+0.5pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 13.96% | 31.92%-18.0pp | 29.47%-15.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,965 | $5,736+38.8% | $5,056+57.5% | $6,689+19.1% |
| Admin fee / account holder | $43,730 | $13,353+227.5% | $9,460+362.3% | $13,390+226.6% |