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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 | $81,216 | $93,589-13.2% | $135,942-40.3% | $75,181+8.0% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 17.01% | 30.90%-13.9pp | 68.28%-51.3pp | 160.69%-143.7pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,815 | $6,405+53.2% | $7,759+26.5% | $4,126+137.9% |
| Admin fee / account holder | $8,488 | $6,977+21.7% | $10,764-21.1% | $5,650+50.2% |