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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 | $146,267-32.2% | $197,124-49.7% | $82,448+20.3% |
| Participation rate | 74.5% | 84.0%-9.5pp | 86.7%-12.2pp | 68.1%+6.4pp |
| Annual return | 13.70% | 29.61%-15.9pp | 44.34%-30.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,899 | $7,035+97.6% | $9,135+52.2% | $4,139+235.8% |
| Admin fee / account holder | $7,958 | $14,422-44.8% | $16,298-51.2% | $7,234+10.0% |