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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 | $53,343 | $107,733-50.5% | $92,985-42.6% | $154,746-65.5% |
| Participation rate | 88.9% | 74.6%+14.3pp | 69.5%+19.4pp | 80.7%+8.2pp |
| Annual return | 15.37% | 30.39%-15.0pp | 27.99%-12.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,309 | $5,053-54.3% | $4,377-47.2% | $6,730-65.7% |
| Admin fee / account holder | $15,311 | $11,369+34.7% | $9,463+61.8% | $14,365+6.6% |