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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 | $78,731 | $77,523+1.6% | $100,383-21.6% | $80,874-2.6% |
| Participation rate | 88.4% | 77.0%+11.4pp | 81.5%+6.9pp | 67.6%+20.7pp |
| Annual return | 33.41% | 37.21%-3.8pp | 49.26%-15.9pp | 35.62%-2.2pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,028 | $6,822+91.0% | $8,086+61.1% | $4,297+203.2% |
| Admin fee / account holder | $3,872 | $5,899-34.4% | $7,900-51.0% | $6,935-44.2% |