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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 | $174,923 | $101,778+71.9% | $164,975+6.0% | $80,925+116.2% |
| Participation rate | 84.4% | 71.8%+12.5pp | 78.6%+5.8pp | 67.7%+16.7pp |
| Annual return | 11.54% | 16.73%-5.2pp | 70.12%-58.6pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,260 | $4,477+17.5% | $6,033-12.8% | $4,299+22.4% |
| Admin fee / account holder | $38,162 | $8,221+364.2% | $12,688+200.8% | $6,940+449.9% |