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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 | $106,864-57.5% | $147,318-69.2% | $82,637-45.1% |
| Participation rate | 78.4% | 75.5%+2.9pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 22.75% | 27.49%-4.7pp | 70.43%-47.7pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,772 | $6,496-57.3% | $7,906-64.9% | $4,126-32.8% |
| Admin fee / account holder | $13,868 | $8,415+64.8% | $13,708+1.2% | $7,339+89.0% |