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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 | $150,635 | $80,983+86.0% | $96,544+56.0% | $75,177+100.4% |
| Participation rate | 71.9% | 71.8%+0.1pp | 76.0%-4.1pp | 67.2%+4.7pp |
| Annual return | 15.19% | 27.05%-11.9pp | 25.88%-10.7pp | 160.75%-145.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,483 | $3,929-36.8% | $4,851-48.8% | $4,126-39.8% |
| Admin fee / account holder | $55,501 | $6,717+726.3% | $8,254+572.4% | $5,651+882.1% |