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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 | $106,864+36.5% | $147,318-1.0% | $82,637+76.5% |
| Participation rate | 86.5% | 75.5%+11.0pp | 82.1%+4.4pp | 68.1%+18.4pp |
| Annual return | 14.48% | 27.49%-13.0pp | 70.43%-55.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,315 | $6,496+28.0% | $7,906+5.2% | $4,126+101.5% |
| Admin fee / account holder | $17,666 | $8,415+109.9% | $13,708+28.9% | $7,339+140.7% |