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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 | $81,870 | $98,766-17.1% | $149,730-45.3% | $79,852+2.5% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.5pp |
| Annual return | 13.43% | 27.43%-14.0pp | 276.70%-263.3pp | 31.72%-18.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,899 | $5,681+21.4% | $6,843+0.8% | $3,740+84.5% |
| Admin fee / account holder | $17,471 | $6,052+188.7% | $9,310+87.7% | $5,306+229.3% |