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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 | $83,788 | $91,179-8.1% | $178,499-53.1% | $79,852+4.9% |
| Participation rate | 77.9% | 69.2%+8.7pp | 81.9%-4.0pp | 69.6%+8.3pp |
| Annual return | 16.11% | 24.19%-8.1pp | 151.10%-135.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,722 | $3,236+45.9% | $5,202-9.2% | $3,740+26.2% |
| Admin fee / account holder | $3,355 | $6,749-50.3% | $13,986-76.0% | $5,306-36.8% |