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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 | $107,578 | $99,053+8.6% | $88,179+22.0% | $138,895-22.5% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.1%+26.1pp | 79.9%+15.3pp |
| Annual return | 21.03% | 78.17%-57.1pp | 64.97%-43.9pp | 145.39%-124.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,692 | $5,225-29.3% | $4,614-20.0% | $6,396-42.3% |
| Admin fee / account holder | $29,354 | $8,748+235.5% | $7,673+282.6% | $12,562+133.7% |