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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 | $132,735 | $98,776+34.4% | $149,745-11.4% | $79,856+66.2% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.5%-8.6pp | 69.6%+4.3pp |
| Annual return | 13.40% | 27.38%-14.0pp | 276.72%-263.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,355 | $5,681+11.9% | $6,843-7.1% | $3,741+69.9% |
| Admin fee / account holder | $8,290 | $6,053+37.0% | $9,312-11.0% | $5,306+56.2% |