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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 | $76,341 | $49,239+55.0% | $70,462+8.3% | $79,858-4.4% |
| Participation rate | 83.9% | 69.2%+14.7pp | 75.1%+8.8pp | 69.6%+14.2pp |
| Annual return | 17.65% | 30.08%-12.4pp | 109.08%-91.4pp | 31.72%-14.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,944 | $2,769+42.4% | $3,710+6.3% | $3,740+5.4% |
| Admin fee / account holder | $12,480 | $2,876+333.9% | $3,845+224.6% | $5,306+135.2% |