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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 | $82,740 | $93,598-11.6% | $135,974-39.1% | $75,173+10.1% |
| Participation rate | 70.9% | 75.2%-4.3pp | 81.9%-11.0pp | 67.2%+3.7pp |
| Annual return | 32.80% | 30.89%+1.9pp | 68.30%-35.5pp | 160.72%-127.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $16,363 | $6,405+155.5% | $7,760+110.9% | $4,126+296.6% |
| Admin fee / account holder | $2,591 | $6,978-62.9% | $10,767-75.9% | $5,651-54.2% |