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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 | $124,579 | $65,696+89.6% | $56,429+120.8% | $147,586-15.6% |
| Participation rate | 93.8% | 85.5%+8.2pp | 80.0%+13.7pp | 82.8%+10.9pp |
| Annual return | 10.28% | 13.32%-3.0pp | 19.04%-8.8pp | 578.59%-568.3pp |
| Employer contribution / active EE | $0 | $4,121-100.0% | $3,405-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $38,397 | $4,876+687.5% | $3,951+871.8% | $5,439+606.0% |
| Admin fee / account holder | $9,748 | $5,947+63.9% | $4,466+118.3% | $10,886-10.4% |