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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 | $45,387 | $107,421-57.7% | $182,262-75.1% | $94,015-51.7% |
| Participation rate | 78.4% | 77.8%+0.6pp | 84.2%-5.8pp | 70.8%+7.6pp |
| Annual return | 22.75% | 21.32%+1.4pp | 140.60%-117.8pp | 17.84%+4.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,772 | $6,558-57.7% | $8,276-66.5% | $4,249-34.8% |
| Admin fee / account holder | $13,868 | $8,692+59.5% | $16,712-17.0% | $8,951+54.9% |