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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 | $201,037 | $115,931+73.4% | $185,441+8.4% | $86,983+131.1% |
| Participation rate | 80.8% | 73.6%+7.1pp | 80.3%+0.5pp | 69.5%+11.2pp |
| Annual return | 16.02% | 21.47%-5.4pp | 20.16%-4.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,815 | $4,551+71.7% | $6,152+27.0% | $4,194+86.4% |
| Admin fee / account holder | $8,725 | $10,687-18.4% | $17,890-51.2% | $7,856+11.1% |