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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 | $114,712+22.2% | $173,730-19.3% | $87,485+60.2% |
| Participation rate | 76.9% | 73.0%+3.9pp | 79.6%-2.6pp | 68.9%+8.0pp |
| Annual return | 13.97% | 20.18%-6.2pp | 19.96%-6.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,918 | $4,642-37.1% | $6,326-53.9% | $4,274-31.7% |
| Admin fee / account holder | $29,165 | $10,210+185.7% | $17,523+66.4% | $7,775+275.1% |