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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 | $78,678 | $95,404-17.5% | $113,397-30.6% | $82,637-4.8% |
| Participation rate | 79.3% | 72.8%+6.5pp | 76.5%+2.8pp | 68.1%+11.3pp |
| Annual return | 13.84% | 19.08%-5.2pp | 23.20%-9.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,709 | $4,220+177.5% | $5,076+130.6% | $4,126+183.8% |
| Admin fee / account holder | $35,306 | $9,168+285.1% | $11,957+195.3% | $7,339+381.1% |