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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 | $107,507 | $85,766+25.3% | $136,298-21.1% | $70,126+53.3% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 16.33% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,681 | $5,051+12.5% | $6,247-9.1% | $3,332+70.5% |
| Admin fee / account holder | $5,888 | $5,421+8.6% | $9,244-36.3% | $4,645+26.8% |