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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 | $123,579 | $110,137+12.2% | $161,149-23.3% | $82,637+49.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.45% | 20.69%-2.2pp | 21.16%-2.7pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,898 | $4,575+72.6% | $6,153+28.4% | $4,126+91.4% |
| Admin fee / account holder | $790 | $9,467-91.7% | $15,194-94.8% | $7,339-89.2% |