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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 | $81,276+48.6% | $155,574-22.4% | $80,925+49.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.00% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,607 | $3,453+294.1% | $5,629+141.7% | $4,299+216.5% |
| Admin fee / account holder | $4,894 | $7,993-38.8% | $15,914-69.2% | $6,940-29.5% |