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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 | $184,532 | $67,602+173.0% | $82,312+124.2% | $70,126+163.1% |
| Participation rate | 79.7% | 72.8%+6.9pp | 76.9%+2.8pp | 69.5%+10.1pp |
| Annual return | 19.32% | 21.57%-2.2pp | 25.88%-6.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,434 | $2,987-18.5% | $3,706-34.3% | $3,332-27.0% |
| Admin fee / account holder | $18,659 | $4,512+313.6% | $5,608+232.7% | $4,645+301.7% |