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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 | $42,917 | $81,331-47.2% | $155,534-72.4% | $80,935-47.0% |
| Participation rate | 80.0% | 66.3%+13.7pp | 78.2%+1.8pp | 67.7%+12.3pp |
| Annual return | 13.44% | 33.37%-19.9pp | 64.92%-51.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,136 | $3,454+309.2% | $5,630+151.1% | $4,299+228.8% |
| Admin fee / account holder | $14,617 | $7,999+82.7% | $15,900-8.1% | $6,924+111.1% |