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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 | $157,811 | $106,749+47.8% | $145,433+8.5% | $82,448+91.4% |
| Participation rate | 71.4% | 75.6%-4.2pp | 82.1%-10.7pp | 68.1%+3.4pp |
| Annual return | 14.82% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,647 | $6,519-13.4% | $7,897-28.5% | $4,139+36.4% |
| Admin fee / account holder | $5,268 | $8,390-37.2% | $13,129-59.9% | $7,234-27.2% |