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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 | $122,446 | $101,795+20.3% | $165,100-25.8% | $80,959+51.2% |
| Participation rate | 82.5% | 71.8%+10.7pp | 78.6%+3.9pp | 67.7%+14.8pp |
| Annual return | 10.75% | 16.73%-6.0pp | 70.21%-59.5pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,648 | $4,476-18.5% | $6,035-39.6% | $4,300-15.2% |
| Admin fee / account holder | $13,640 | $8,221+65.9% | $12,696+7.4% | $6,925+97.0% |