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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 | $89,545 | $58,627+52.7% | $76,735+16.7% | $82,448+8.6% |
| Participation rate | 75.6% | 63.2%+12.4pp | 69.5%+6.1pp | 68.1%+7.5pp |
| Annual return | 13.95% | 39.10%-25.1pp | 29.77%-15.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,697 | $3,134+81.8% | $4,088+39.4% | $4,139+37.6% |
| Admin fee / account holder | $15,117 | $5,323+184.0% | $7,189+110.3% | $7,234+109.0% |