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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 | $106,293 | $95,188+11.7% | $76,518+38.9% | $135,380-21.5% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | 5.65% | 4.85%+0.8pp | -0.27%+5.9pp | 519.81%-514.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,037 | $4,640+159.4% | $3,836+213.8% | $5,609+114.6% |
| Admin fee / account holder | $556 | $6,249-91.1% | $4,849-88.5% | $10,828-94.9% |