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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 | $206,120 | $87,166+136.5% | $76,735+168.6% | $137,256+50.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.05% | 26.50%-13.5pp | 29.77%-16.7pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,442 | $4,726-6.0% | $4,088+8.7% | $6,407-30.7% |
| Admin fee / account holder | $8,395 | $8,403-0.1% | $7,189+16.8% | $12,270-31.6% |