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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 | $110,825 | $54,757+102.4% | $90,304+22.7% | $72,975+51.9% |
| Participation rate | 96.8% | 65.2%+31.6pp | 73.3%+23.5pp | 69.5%+27.3pp |
| Annual return | 19.59% | 30.63%-11.0pp | 78.13%-58.5pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,571 | $2,887+23.7% | $3,885-8.1% | $3,608-1.0% |
| Admin fee / account holder | $18,778 | $3,973+372.6% | $5,354+250.7% | $5,124+266.5% |