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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 | $188,130 | $80,983+132.3% | $96,544+94.9% | $75,177+150.2% |
| Participation rate | 84.2% | 71.8%+12.4pp | 76.0%+8.2pp | 67.2%+17.0pp |
| Annual return | 15.51% | 27.05%-11.5pp | 25.88%-10.4pp | 160.75%-145.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,321 | $3,929-15.5% | $4,851-31.5% | $4,126-19.5% |
| Admin fee / account holder | $3,391 | $6,717-49.5% | $8,254-58.9% | $5,651-40.0% |