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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 | $127,575 | $124,425+2.5% | $112,040+13.9% | $137,256-7.1% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.5%+17.6pp | 80.0%+14.2pp |
| Annual return | 14.36% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,982 | $5,718-47.9% | $5,098-41.5% | $6,407-53.5% |
| Admin fee / account holder | $4,628 | $15,207-69.6% | $12,098-61.7% | $12,270-62.3% |