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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 | $62,164 | $46,534+33.6% | $64,097-3.0% | $75,177-17.3% |
| Participation rate | 92.3% | 65.9%+26.4pp | 72.3%+20.0pp | 67.2%+25.1pp |
| Annual return | 14.74% | 26.07%-11.3pp | 33.75%-19.0pp | 160.75%-146.0pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,347 | $2,835+88.6% | $3,881+37.8% | $4,126+29.6% |
| Admin fee / account holder | $12,373 | $2,957+318.5% | $3,070+303.1% | $5,651+118.9% |