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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 | $81,547 | $106,864-23.7% | $147,318-44.6% | $82,637-1.3% |
| Participation rate | 84.3% | 75.5%+8.8pp | 82.1%+2.3pp | 68.1%+16.3pp |
| Annual return | 22.68% | 27.49%-4.8pp | 70.43%-47.8pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $15,818 | $6,496+143.5% | $7,906+100.1% | $4,126+283.4% |
| Admin fee / account holder | $3,177 | $8,415-62.2% | $13,708-76.8% | $7,339-56.7% |