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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 | $88,718 | $106,864-17.0% | $147,318-39.8% | $82,637+7.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.77% | 27.49%-9.7pp | 70.43%-52.7pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,871 | $6,496+5.8% | $7,906-13.1% | $4,126+66.5% |
| Admin fee / account holder | $2,098 | $8,415-75.1% | $13,708-84.7% | $7,339-71.4% |