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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 | $81,276+75.8% | $155,574-8.2% | $80,925+76.5% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.7%+23.3pp |
| Annual return | 10.74% | 33.36%-22.6pp | 64.87%-54.1pp | 35.65%-24.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,667 | $3,453+35.1% | $5,629-17.1% | $4,299+8.6% |
| Admin fee / account holder | $1,770 | $7,993-77.9% | $15,914-88.9% | $6,940-74.5% |