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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 | $100,649 | $85,766+17.4% | $136,298-26.2% | $70,126+43.5% |
| Participation rate | 88.1% | 74.2%+13.9pp | 81.9%+6.2pp | 69.5%+18.6pp |
| Annual return | 16.17% | 31.46%-15.3pp | 5156.27%-5140.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,606 | $5,051+11.0% | $6,247-10.3% | $3,332+68.3% |
| Admin fee / account holder | $12,662 | $5,421+133.6% | $9,244+37.0% | $4,645+172.6% |