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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 | $139,176 | $81,233+71.3% | $155,567-10.5% | $80,874+72.1% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.7pp | 67.6%+26.3pp |
| Annual return | 12.40% | 33.33%-20.9pp | 64.74%-52.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,777 | $3,452-19.6% | $5,628-50.7% | $4,297-35.4% |
| Admin fee / account holder | $48,730 | $7,998+509.3% | $15,916+206.2% | $6,935+602.6% |