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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 | $145,896 | $106,749+36.7% | $145,433+0.3% | $82,448+77.0% |
| Participation rate | 86.5% | 75.6%+10.8pp | 82.1%+4.4pp | 68.1%+18.4pp |
| Annual return | 14.48% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,315 | $6,519+27.6% | $7,897+5.3% | $4,139+100.9% |
| Admin fee / account holder | $17,666 | $8,390+110.6% | $13,129+34.6% | $7,234+144.2% |