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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 | $169,060 | $177,595-4.8% | $148,496+13.8% | $198,609-14.9% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 11.53% | 9.97%+1.6pp | 12.33%-0.8pp | 202.70%-191.2pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,864 | $5,539-30.2% | $4,808-19.6% | $6,977-44.6% |
| Admin fee / account holder | $68,281 | $27,010+152.8% | $19,547+249.3% | $19,030+258.8% |