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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 | $59,380 | $52,279+13.6% | $89,400-33.6% | $79,858-25.6% |
| Participation rate | 71.4% | 57.5%+13.9pp | 68.0%+3.4pp | 69.6%+1.8pp |
| Annual return | 11.63% | 22.16%-10.5pp | 245.64%-234.0pp | 31.72%-20.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,183 | $2,740+16.2% | $3,890-18.2% | $3,740-14.9% |
| Admin fee / account holder | $9,028 | $3,356+169.0% | $4,882+84.9% | $5,306+70.1% |