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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 | $104,714 | $93,598+11.9% | $135,974-23.0% | $75,173+39.3% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 17.40% | 30.89%-13.5pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,141 | $6,405-19.7% | $7,760-33.8% | $4,126+24.6% |
| Admin fee / account holder | $17,278 | $6,978+147.6% | $10,767+60.5% | $5,651+205.8% |