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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 | $81,190 | $72,027+12.7% | $185,835-56.3% | $79,852+1.7% |
| Participation rate | 91.9% | 65.8%+26.1pp | 78.0%+13.9pp | 69.6%+22.3pp |
| Annual return | 42.88% | 23.13%+19.8pp | 35.96%+6.9pp | 31.72%+11.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,617 | $3,780+75.1% | $5,633+17.5% | $3,740+76.9% |
| Admin fee / account holder | $6,289 | $4,513+39.3% | $9,502-33.8% | $5,306+18.5% |