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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 | $120,797 | $81,358+48.5% | $155,556-22.3% | $80,959+49.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.00% | 33.39%-21.4pp | 64.84%-52.8pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,607 | $3,455+293.8% | $5,631+141.6% | $4,300+216.4% |
| Admin fee / account holder | $4,894 | $7,994-38.8% | $15,885-69.2% | $6,925-29.3% |