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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 | $100,194-21.5% | $122,979-36.0% | $86,983-9.5% |
| Participation rate | 79.3% | 73.0%+6.3pp | 77.2%+2.1pp | 69.5%+9.8pp |
| Annual return | 13.84% | 16.47%-2.6pp | 20.12%-6.3pp | 25.83%-12.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $11,709 | $4,133+183.3% | $5,003+134.0% | $4,194+179.2% |
| Admin fee / account holder | $35,306 | $10,148+247.9% | $12,864+174.5% | $7,856+349.4% |