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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 | $87,205 | $78,670+10.8% | $109,173-20.1% | $85,847+1.6% |
| Participation rate | 70.6% | 68.3%+2.3pp | 75.9%-5.3pp | 69.3%+1.3pp |
| Annual return | 12.44% | 25.09%-12.7pp | 25.75%-13.3pp | 318.61%-306.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,455 | $3,467+57.3% | $4,654+17.2% | $3,952+38.0% |
| Admin fee / account holder | $2,113 | $5,469-61.4% | $6,755-68.7% | $6,261-66.2% |