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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 | $151,589 | $101,798+48.9% | $165,071-8.2% | $80,935+87.3% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.7%+28.8pp |
| Annual return | 12.33% | 16.73%-4.4pp | 70.17%-57.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,898 | $4,476+54.1% | $6,035+14.3% | $4,299+60.4% |
| Admin fee / account holder | $1,336 | $8,221-83.7% | $12,695-89.5% | $6,924-80.7% |