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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 | $108,914 | $61,125+78.2% | $94,057+15.8% | $87,485+24.5% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.3%+12.4pp | 68.9%+16.8pp |
| Annual return | 15.64% | 35.20%-19.6pp | 480.62%-465.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,567 | $3,260+70.8% | $4,709+18.2% | $4,274+30.3% |
| Admin fee / account holder | $3,431 | $5,629-39.1% | $7,244-52.6% | $7,775-55.9% |