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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 | $71,287 | $76,407-6.7% | $150,298-52.6% | $82,448-13.5% |
| Participation rate | 98.2% | 66.4%+31.8pp | 77.8%+20.5pp | 68.1%+30.2pp |
| Annual return | 13.74% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $3,201 | $2,614+22.5% | $4,154-22.9% | $2,551+25.5% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,005 | $6,352+57.5% | $14,116-29.1% | $7,234+38.3% |