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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 | $133,337 | $93,617+42.4% | $135,982-1.9% | $75,177+77.4% |
| Participation rate | 91.0% | 75.2%+15.8pp | 81.9%+9.1pp | 67.2%+23.8pp |
| Annual return | 16.09% | 30.89%-14.8pp | 68.32%-52.2pp | 160.75%-144.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,971 | $6,406+71.3% | $7,760+41.4% | $4,126+165.9% |
| Admin fee / account holder | $4,991 | $6,980-28.5% | $10,767-53.6% | $5,651-11.7% |