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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 | $74,359 | $76,407-2.7% | $150,298-50.5% | $82,448-9.8% |
| Participation rate | 71.2% | 66.4%+4.8pp | 77.8%-6.5pp | 68.1%+3.1pp |
| Annual return | 13.69% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,506 | $3,214+164.6% | $5,453+56.0% | $4,139+105.5% |
| Admin fee / account holder | $11,054 | $6,352+74.0% | $14,116-21.7% | $7,234+52.8% |