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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 | $140,437 | $81,358+72.6% | $155,556-9.7% | $80,959+73.5% |
| Participation rate | 72.3% | 66.3%+6.1pp | 78.2%-5.9pp | 67.7%+4.7pp |
| Annual return | 12.64% | 33.39%-20.8pp | 64.84%-52.2pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,934 | $3,455+216.4% | $5,631+94.2% | $4,300+154.3% |
| Admin fee / account holder | $15,187 | $7,994+90.0% | $15,885-4.4% | $6,925+119.3% |