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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 | $74,240 | $87,059-14.7% | $105,608-29.7% | $80,925-8.3% |
| Participation rate | 84.0% | 70.4%+13.6pp | 75.3%+8.7pp | 67.7%+16.3pp |
| Annual return | 16.07% | 17.05%-1.0pp | 116.50%-100.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,564 | $3,986+14.5% | $5,010-8.9% | $4,299+6.2% |
| Admin fee / account holder | $115,375 | $8,443+1266.5% | $11,028+946.2% | $6,940+1562.4% |