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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 | $100,222 | $95,383+5.1% | $185,837-46.1% | $85,856+16.7% |
| Participation rate | 79.0% | 68.8%+10.2pp | 81.7%-2.7pp | 69.3%+9.7pp |
| Annual return | 12.82% | 23.59%-10.8pp | 122.08%-109.3pp | 318.58%-305.8pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,883 | $3,423+13.4% | $5,568-30.3% | $3,952-1.8% |
| Admin fee / account holder | $6,315 | $7,213-12.4% | $16,241-61.1% | $6,261+0.9% |