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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 | $53,718 | $93,589-42.6% | $135,942-60.5% | $75,181-28.5% |
| Participation rate | 84.4% | 75.2%+9.2pp | 81.9%+2.5pp | 67.2%+17.2pp |
| Annual return | 24.69% | 30.90%-6.2pp | 68.28%-43.6pp | 160.69%-136.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,909 | $6,405+101.5% | $7,759+66.4% | $4,126+212.9% |
| Admin fee / account holder | $3,041 | $6,977-56.4% | $10,764-71.8% | $5,650-46.2% |