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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 | $104,946 | $58,627+79.0% | $76,735+36.8% | $82,448+27.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 17.08% | 39.10%-22.0pp | 29.77%-12.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,976 | $3,134+346.0% | $4,088+241.9% | $4,139+237.7% |
| Admin fee / account holder | $6,290 | $5,323+18.2% | $7,189-12.5% | $7,234-13.1% |