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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 | $146,166 | $81,233+79.9% | $155,567-6.0% | $80,874+80.7% |
| Participation rate | 78.0% | 66.2%+11.7pp | 78.2%-0.2pp | 67.6%+10.3pp |
| Annual return | 14.45% | 33.33%-18.9pp | 64.74%-50.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,728 | $3,452+239.7% | $5,628+108.4% | $4,297+172.9% |
| Admin fee / account holder | $5,758 | $7,998-28.0% | $15,916-63.8% | $6,935-17.0% |