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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 | $78,690-5.5% | $161,489-54.0% | $87,485-15.0% |
| Participation rate | 71.2% | 67.5%+3.7pp | 78.7%-7.5pp | 68.9%+2.3pp |
| Annual return | 13.69% | 32.74%-19.0pp | 89.72%-76.0pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,506 | $3,311+156.9% | $5,630+51.1% | $4,274+99.0% |
| Admin fee / account holder | $11,054 | $6,724+64.4% | $16,006-30.9% | $7,775+42.2% |