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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 | $106,096 | $101,795+4.2% | $165,100-35.7% | $80,959+31.0% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.5pp | 67.7%+28.5pp |
| Annual return | 13.25% | 16.73%-3.5pp | 70.21%-57.0pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,473 | $4,476+44.6% | $6,035+7.3% | $4,300+50.5% |
| Admin fee / account holder | $1,051 | $8,221-87.2% | $12,696-91.7% | $6,925-84.8% |