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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 | $123,786 | $105,856+16.9% | $90,161+37.3% | $147,586-16.1% |
| Participation rate | 70.8% | 79.7%-8.9pp | 76.9%-6.0pp | 82.8%-12.0pp |
| Annual return | 12.42% | 37.63%-25.2pp | 34.89%-22.5pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,509 | $5,733-3.9% | $5,287+4.2% | $5,439+1.3% |
| Admin fee / account holder | $12,770 | $8,046+58.7% | $5,943+114.9% | $10,886+17.3% |