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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 | $128,403 | $102,609+25.1% | $98,090+30.9% | $138,895-7.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.53% | 36.44%-21.9pp | 37.05%-22.5pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,741 | $8,167+80.5% | $7,845+87.9% | $6,396+130.5% |
| Admin fee / account holder | $34,472 | $11,434+201.5% | $11,815+191.8% | $12,562+174.4% |