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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 | $131,167+53.4% | $273,431-26.4% | $131,167+53.4% |
| Participation rate | 85.7% | 70.6%+15.1pp | 82.4%+3.3pp | 70.6%+15.1pp |
| Annual return | 12.50% | 14.69%-2.2pp | -9.23%+21.7pp | 14.69%-2.2pp |
| Employer contribution / active EE | $0 | $3,654-100.0% | $9,562-100.0% | $3,654-100.0% |
| Participant deferral / active EE | $7,465 | $4,079+83.0% | $4,950+50.8% | $4,079+83.0% |
| Admin fee / account holder | $5,534 | $12,045-54.1% | $20,305-72.7% | $12,045-54.1% |