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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 | $72,964 | $98,760-26.1% | $149,715-51.3% | $79,858-8.6% |
| Participation rate | 79.7% | 75.8%+4.0pp | 82.5%-2.7pp | 69.6%+10.1pp |
| Annual return | 14.78% | 27.43%-12.6pp | 276.66%-261.9pp | 31.72%-16.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,142 | $5,681+25.7% | $6,842+4.4% | $3,740+91.0% |
| Admin fee / account holder | $3,030 | $6,053-49.9% | $9,310-67.5% | $5,306-42.9% |