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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 | $76,975 | $55,902+37.7% | $76,030+1.2% | $80,959-4.9% |
| Participation rate | 77.4% | 62.1%+15.3pp | 69.1%+8.3pp | 67.7%+9.7pp |
| Annual return | 10.46% | 20.59%-10.1pp | 361.54%-351.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,429 | $3,051+78.0% | $4,257+27.5% | $4,300+26.2% |
| Admin fee / account holder | $9,815 | $5,239+87.3% | $6,421+52.9% | $6,925+41.7% |