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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 | $77,001 | $94,031-18.1% | $115,768-33.5% | $82,448-6.6% |
| Participation rate | 72.9% | 70.4%+2.5pp | 74.4%-1.5pp | 68.1%+4.8pp |
| Annual return | 15.25% | 20.61%-5.4pp | 100.46%-85.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,039 | $3,972-23.5% | $4,917-38.2% | $4,139-26.6% |
| Admin fee / account holder | $8,709 | $10,249-15.0% | $12,439-30.0% | $7,234+20.4% |