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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 | $127,469 | $109,359+16.6% | $162,185-21.4% | $72,976+74.7% |
| Participation rate | 83.9% | 84.3%-0.4pp | 87.6%-3.7pp | 69.5%+14.4pp |
| Annual return | 19.69% | 25.46%-5.8pp | 115.61%-95.9pp | 81.02%-61.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,975 | $5,481+136.7% | $7,297+77.8% | $3,608+259.6% |
| Admin fee / account holder | $14,997 | $7,972+88.1% | $10,844+38.3% | $5,124+192.7% |