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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 | $128,244 | $105,623+21.4% | $87,502+46.6% | $273,972-53.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 13.71% | 12.26%+1.5pp | 12.21%+1.5pp | 41.46%-27.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $816 | $3,601-77.3% | $3,149-74.1% | $5,287-84.6% |
| Admin fee / account holder | $3,608 | $4,781-24.5% | $4,221-14.5% | $10,133-64.4% |