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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 | $134,481 | $90,400+48.8% | $186,193-27.8% | $87,485+53.7% |
| Participation rate | 98.5% | 66.2%+32.3pp | 77.1%+21.4pp | 68.9%+29.6pp |
| Annual return | 16.49% | 22.15%-5.7pp | 78.03%-61.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,497 | $4,330+50.1% | $6,513-0.2% | $4,274+52.0% |
| Admin fee / account holder | $10,502 | $8,673+21.1% | $11,058-5.0% | $7,775+35.1% |