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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 | $215,564 | $167,415+28.8% | $140,514+53.4% | $198,609+8.5% |
| Participation rate | 84.6% | 80.9%+3.7pp | 77.8%+6.8pp | 82.4%+2.2pp |
| Annual return | 8.08% | 13.85%-5.8pp | 14.36%-6.3pp | 202.70%-194.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,732 | $5,579-51.0% | $4,919-44.4% | $6,977-60.8% |
| Admin fee / account holder | $6,382 | $16,730-61.9% | $13,697-53.4% | $19,030-66.5% |