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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 | $143,381 | $101,798+40.8% | $165,071-13.1% | $80,935+77.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 15.18% | 16.73%-1.6pp | 70.17%-55.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,454 | $4,476+21.8% | $6,035-9.6% | $4,299+26.9% |
| Admin fee / account holder | $4,680 | $8,221-43.1% | $12,695-63.1% | $6,924-32.4% |