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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 | $110,137+9.1% | $161,149-25.4% | $82,637+45.4% |
| Participation rate | 96.7% | 72.4%+24.3pp | 78.8%+17.8pp | 68.1%+28.6pp |
| Annual return | 12.50% | 20.69%-8.2pp | 21.16%-8.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,560 | $4,575+21.5% | $6,153-9.6% | $4,126+34.8% |
| Admin fee / account holder | $6,173 | $9,467-34.8% | $15,194-59.4% | $7,339-15.9% |