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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 | $71,715 | $65,685+9.2% | $57,181+25.4% | $273,965-73.8% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.3%+14.7pp | 83.0%+7.0pp |
| Annual return | 14.53% | 21.99%-7.5pp | 14.59%-0.1pp | 41.45%-26.9pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,631 | $3,781+128.3% | $3,096+178.8% | $5,287+63.2% |
| Admin fee / account holder | $6,017 | $4,835+24.5% | $3,139+91.7% | $10,132-40.6% |