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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 | $153,452 | $69,590+120.5% | $136,867+12.1% | $94,015+63.2% |
| Participation rate | 84.8% | 66.3%+18.5pp | 74.5%+10.3pp | 70.8%+14.0pp |
| Annual return | 14.57% | 19.62%-5.0pp | 42.97%-28.4pp | 17.84%-3.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $12,247 | $3,437+256.4% | $4,924+148.7% | $4,249+188.2% |
| Admin fee / account holder | $5,424 | $8,912-39.1% | $10,340-47.5% | $8,951-39.4% |