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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 | $126,114 | $135,956-7.2% | $123,894+1.8% | $273,972-54.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.32% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,980 | $6,343+73.1% | $5,984+83.5% | $5,287+107.7% |
| Admin fee / account holder | $47,399 | $9,817+382.8% | $8,357+467.2% | $10,133+367.8% |