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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 | $201,239 | $163,487+23.1% | $269,529-25.3% | $132,820+51.5% |
| Participation rate | 85.7% | 74.1%+11.7pp | 82.8%+2.9pp | 74.3%+11.5pp |
| Annual return | 12.50% | 15.72%-3.2pp | -4.31%+16.8pp | 14.82%-2.3pp |
| Employer contribution / active EE | $0 | $4,877-100.0% | $8,701-100.0% | $4,144-100.0% |
| Participant deferral / active EE | $7,465 | $4,352+71.5% | $4,900+52.3% | $3,980+87.6% |
| Admin fee / account holder | $5,534 | $13,259-58.3% | $15,286-63.8% | $11,722-52.8% |