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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 | $104,798 | $81,262+29.0% | $155,602-32.6% | $80,911+29.5% |
| Participation rate | 85.2% | 66.2%+18.9pp | 78.2%+7.0pp | 67.6%+17.5pp |
| Annual return | 17.82% | 33.34%-15.5pp | 64.81%-47.0pp | 35.63%-17.8pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,613 | $3,451+33.7% | $5,629-18.0% | $4,297+7.3% |
| Admin fee / account holder | $5,005 | $7,992-37.4% | $15,923-68.6% | $6,935-27.8% |