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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 | $74,392 | $73,988+0.5% | $96,538-22.9% | $75,177-1.0% |
| Participation rate | 90.6% | 66.4%+24.2pp | 74.3%+16.3pp | 67.2%+23.4pp |
| Annual return | 14.77% | 26.73%-12.0pp | 35.74%-21.0pp | 160.75%-146.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,426 | $3,660+130.2% | $4,880+72.7% | $4,126+104.2% |
| Admin fee / account holder | $8,925 | $5,220+71.0% | $6,737+32.5% | $5,651+57.9% |