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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 | $87,645 | $77,638+12.9% | $156,551-44.0% | $62,881+39.4% |
| Participation rate | 70.4% | 71.2%-0.8pp | 84.0%-13.6pp | 69.3%+1.1pp |
| Annual return | 4.90% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,202 | $3,046+5.2% | $4,871-34.3% | $3,2030% |
| Admin fee / account holder | $8,523 | $5,561+53.2% | $13,028-34.6% | $4,296+98.4% |