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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 | $140,123 | $108,825+28.8% | $156,181-10.3% | $82,448+70.0% |
| Participation rate | 76.9% | 72.4%+4.6pp | 78.8%-1.9pp | 68.1%+8.9pp |
| Annual return | 13.97% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,918 | $4,577-36.2% | $6,132-52.4% | $4,139-29.5% |
| Admin fee / account holder | $29,165 | $9,341+212.2% | $14,586+100.0% | $7,234+303.2% |