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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 | $106,694 | $86,050+24.0% | $189,758-43.8% | $94,015+13.5% |
| Participation rate | 92.9% | 68.9%+24.0pp | 79.8%+13.1pp | 70.8%+22.0pp |
| Annual return | 12.37% | 17.77%-5.4pp | 52.62%-40.2pp | 17.84%-5.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $12,844 | $3,349+283.6% | $5,856+119.3% | $4,249+202.3% |
| Admin fee / account holder | $5,629 | $6,627-15.1% | $20,388-72.4% | $8,951-37.1% |