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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 | $139,421+44.3% | $239,577-16.0% | $116,462+72.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.1%+3.6pp | 74.7%+11.0pp |
| Annual return | 12.50% | 15.58%-3.1pp | -0.70%+13.2pp | 15.65%-3.2pp |
| Employer contribution / active EE | $0 | $4,487-100.0% | $7,232-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $7,465 | $4,296+73.8% | $5,676+31.5% | $3,836+94.6% |
| Admin fee / account holder | $5,534 | $21,515-74.3% | $19,315-71.4% | $12,754-56.6% |