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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 | $153,234 | $78,690+94.7% | $161,489-5.1% | $87,485+75.2% |
| Participation rate | 73.7% | 67.5%+6.2pp | 78.7%-5.0pp | 68.9%+4.8pp |
| Annual return | 15.88% | 32.74%-16.9pp | 89.72%-73.8pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,513 | $3,311+247.7% | $5,630+104.5% | $4,274+169.4% |
| Admin fee / account holder | $5,849 | $6,724-13.0% | $16,006-63.5% | $7,775-24.8% |