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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 | $108,825+10.4% | $156,181-23.1% | $82,448+45.7% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 12.50% | 20.59%-8.1pp | 64.87%-52.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,560 | $4,577+21.5% | $6,132-9.3% | $4,139+34.3% |
| Admin fee / account holder | $6,173 | $9,341-33.9% | $14,586-57.7% | $7,234-14.7% |