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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 | $113,633 | $93,617+21.4% | $135,982-16.4% | $75,177+51.2% |
| Participation rate | 88.3% | 75.2%+13.1pp | 81.9%+6.4pp | 67.2%+21.1pp |
| Annual return | 16.14% | 30.89%-14.7pp | 68.32%-52.2pp | 160.75%-144.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,488 | $6,406+48.1% | $7,760+22.3% | $4,126+129.9% |
| Admin fee / account holder | $2,538 | $6,980-63.6% | $10,767-76.4% | $5,651-55.1% |