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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 | $143,034 | $108,825+31.4% | $156,181-8.4% | $82,448+73.5% |
| Participation rate | 92.0% | 72.4%+19.6pp | 78.8%+13.2pp | 68.1%+23.9pp |
| Annual return | 29.93% | 20.59%+9.3pp | 64.87%-34.9pp | 41.64%-11.7pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,342 | $4,577+82.3% | $6,132+36.0% | $4,139+101.5% |
| Admin fee / account holder | $12,190 | $9,341+30.5% | $14,586-16.4% | $7,234+68.5% |