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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 | $87,030 | $91,198-4.6% | $178,503-51.2% | $79,856+9.0% |
| Participation rate | 82.3% | 69.2%+13.1pp | 81.9%+0.3pp | 69.6%+12.6pp |
| Annual return | 11.23% | 24.20%-13.0pp | 151.12%-139.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,486 | $3,237+7.7% | $5,202-33.0% | $3,741-6.8% |
| Admin fee / account holder | $15,258 | $6,748+126.1% | $13,987+9.1% | $5,306+187.5% |