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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 | $80,872 | $91,198-11.3% | $178,503-54.7% | $79,856+1.3% |
| Participation rate | 80.5% | 69.2%+11.3pp | 81.9%-1.4pp | 69.6%+10.8pp |
| Annual return | 31.54% | 24.20%+7.3pp | 151.12%-119.6pp | 31.71%-0.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,038 | $3,237+210.2% | $5,202+93.0% | $3,741+168.4% |
| Admin fee / account holder | $5,207 | $6,748-22.8% | $13,987-62.8% | $5,306-1.9% |