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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 | $180,016 | $135,905+32.5% | $126,068+42.8% | $198,609-9.4% |
| Participation rate | 90.9% | 85.6%+5.3pp | 84.7%+6.2pp | 82.4%+8.5pp |
| Annual return | 12.43% | 14.07%-1.6pp | 15.01%-2.6pp | 202.70%-190.3pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,740 | $8,523-44.4% | $8,214-42.3% | $6,977-32.1% |
| Admin fee / account holder | $42,817 | $21,036+103.5% | $18,264+134.4% | $19,030+125.0% |