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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 | $120,158 | $114,712+4.7% | $173,730-30.8% | $87,485+37.3% |
| Participation rate | 96.7% | 73.0%+23.7pp | 79.6%+17.1pp | 68.9%+27.7pp |
| Annual return | 12.50% | 20.18%-7.7pp | 19.96%-7.5pp | 26.06%-13.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,560 | $4,642+19.8% | $6,326-12.1% | $4,274+30.1% |
| Admin fee / account holder | $6,173 | $10,210-39.5% | $17,523-64.8% | $7,775-20.6% |