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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 | $138,671 | $72,273+91.9% | $101,275+36.9% | $79,856+73.7% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | 14.13% | 22.30%-8.2pp | 46.48%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,971 | $3,282+51.5% | $4,371+13.7% | $3,741+32.9% |
| Admin fee / account holder | $21,919 | $4,401+398.0% | $5,948+268.5% | $5,306+313.1% |