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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 | $118,906 | $110,379+7.7% | $102,412+16.1% | $145,884-18.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 24.84%-12.8pp | 24.94%-12.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,503 | $5,622+193.6% | $5,060+226.1% | $6,690+146.7% |
| Admin fee / account holder | $27,624 | $9,745+183.5% | $8,388+229.3% | $13,392+106.3% |