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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 | $87,106-14.8% | $105,607-29.7% | $80,935-8.3% |
| Participation rate | 84.0% | 70.4%+13.6pp | 75.3%+8.7pp | 67.7%+16.3pp |
| Annual return | 16.07% | 17.01%-0.9pp | 116.11%-100.0pp | 35.66%-19.6pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,564 | $3,986+14.5% | $5,011-8.9% | $4,299+6.1% |
| Admin fee / account holder | $115,375 | $8,447+1265.9% | $10,958+952.9% | $6,924+1566.2% |