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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 | $128,542 | $72,272+77.9% | $101,264+26.9% | $79,858+61.0% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.8%+8.1pp | 69.6%+14.2pp |
| Annual return | 14.03% | 22.30%-8.3pp | 46.48%-32.4pp | 31.72%-17.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,591 | $3,282+161.8% | $4,370+96.6% | $3,740+129.7% |
| Admin fee / account holder | $15,726 | $4,401+257.4% | $5,947+164.4% | $5,306+196.4% |