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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 | $146,241 | $101,798+43.7% | $165,071-11.4% | $80,935+80.7% |
| Participation rate | 75.9% | 71.8%+4.0pp | 78.6%-2.8pp | 67.7%+8.2pp |
| Annual return | 19.13% | 16.73%+2.4pp | 70.17%-51.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,181 | $4,476-51.3% | $6,035-63.9% | $4,299-49.3% |
| Admin fee / account holder | $29,585 | $8,221+259.9% | $12,695+133.0% | $6,924+327.3% |