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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 | $143,657 | $118,488+21.2% | $98,462+45.9% | $139,487+3.0% |
| Participation rate | 89.5% | 77.5%+12.0pp | 75.2%+14.3pp | 80.3%+9.1pp |
| Annual return | 17.17% | 18.96%-1.8pp | 21.17%-4.0pp | 373.84%-356.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,508 | $5,393-72.0% | $4,738-68.2% | $6,713-77.5% |
| Admin fee / account holder | $2,442 | $13,868-82.4% | $8,875-72.5% | $11,407-78.6% |