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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 | $113,082 | $98,776+14.5% | $149,745-24.5% | $79,856+41.6% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 13.90% | 27.38%-13.5pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,784 | $5,681+54.6% | $6,843+28.4% | $3,741+134.8% |
| Admin fee / account holder | $3,721 | $6,053-38.5% | $9,312-60.0% | $5,306-29.9% |