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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 | $142,855 | $81,233+75.9% | $155,567-8.2% | $80,874+76.6% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 10.74% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,667 | $3,452+35.2% | $5,628-17.1% | $4,297+8.6% |
| Admin fee / account holder | $1,770 | $7,998-77.9% | $15,916-88.9% | $6,935-74.5% |