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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 | $89,722 | $78,428+14.4% | $95,960-6.5% | $79,852+12.4% |
| Participation rate | 70.9% | 73.5%-2.6pp | 77.1%-6.2pp | 69.6%+1.3pp |
| Annual return | 16.45% | 19.37%-2.9pp | 91.63%-75.2pp | 31.72%-15.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,026 | $3,440-12.0% | $4,167-27.4% | $3,740-19.1% |
| Admin fee / account holder | $1,459 | $5,622-74.0% | $6,797-78.5% | $5,306-72.5% |