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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 | $95,824 | $77,814+23.1% | $158,223-39.4% | $86,983+10.2% |
| Participation rate | 85.7% | 68.4%+17.3pp | 79.2%+6.5pp | 69.5%+16.2pp |
| Annual return | 14.97% | 30.54%-15.6pp | 52.09%-37.1pp | 25.83%-10.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,922 | $3,270+172.9% | $5,467+63.2% | $4,194+112.7% |
| Admin fee / account holder | $460 | $5,879-92.2% | $16,047-97.1% | $7,856-94.1% |