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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 | $249,723 | $138,386+80.5% | $184,260+35.5% | $80,935+208.5% |
| Participation rate | 82.1% | 83.9%-1.8pp | 86.8%-4.8pp | 67.7%+14.4pp |
| Annual return | 14.31% | 20.02%-5.7pp | 28.84%-14.5pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,548 | $7,076+133.9% | $9,133+81.2% | $4,299+284.9% |
| Admin fee / account holder | $5,163 | $10,489-50.8% | $13,898-62.8% | $6,924-25.4% |