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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 | $88,656 | $84,236+5.2% | $170,435-48.0% | $70,126+26.4% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 13.48% | 23.06%-9.6pp | 205.94%-192.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,774 | $3,086+54.7% | $4,939-3.3% | $3,332+43.3% |
| Admin fee / account holder | $24,211 | $5,698+324.9% | $13,881+74.4% | $4,645+421.2% |