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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 | $81,276+71.2% | $155,574-10.5% | $80,925+72.0% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.7pp | 67.7%+26.3pp |
| Annual return | 12.40% | 33.36%-21.0pp | 64.87%-52.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,777 | $3,453-19.6% | $5,629-50.7% | $4,299-35.4% |
| Admin fee / account holder | $48,730 | $7,993+509.6% | $15,914+206.2% | $6,940+602.2% |