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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 | $60,386 | $106,749-43.4% | $145,433-58.5% | $82,448-26.8% |
| Participation rate | 88.4% | 75.6%+12.7pp | 82.1%+6.3pp | 68.1%+20.3pp |
| Annual return | 34.60% | 27.59%+7.0pp | 66.58%-32.0pp | 41.64%-7.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $16,384 | $6,519+151.4% | $7,897+107.5% | $4,139+295.8% |
| Admin fee / account holder | $13,772 | $8,390+64.1% | $13,129+4.9% | $7,234+90.4% |