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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 | $99,217 | $145,431-31.8% | $211,142-53.0% | $87,485+13.4% |
| Participation rate | 74.5% | 84.7%-10.3pp | 87.3%-12.8pp | 68.9%+5.5pp |
| Annual return | 13.70% | 27.21%-13.5pp | 46.84%-33.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,899 | $6,859+102.6% | $9,284+49.7% | $4,274+225.2% |
| Admin fee / account holder | $7,958 | $17,052-53.3% | $19,076-58.3% | $7,775+2.4% |