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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 | $106,524-43.3% | $152,301-60.4% | $87,485-31.0% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.4%+5.9pp | 68.9%+19.4pp |
| Annual return | 34.60% | 26.89%+7.7pp | 80.50%-45.9pp | 26.06%+8.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,384 | $6,525+151.1% | $8,004+104.7% | $4,274+283.4% |
| Admin fee / account holder | $13,772 | $8,287+66.2% | $14,398-4.3% | $7,775+77.1% |