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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 | $85,776 | $54,757+56.6% | $90,300-5.0% | $72,983+17.5% |
| Participation rate | 81.6% | 65.1%+16.4pp | 73.3%+8.3pp | 69.5%+12.1pp |
| Annual return | 21.55% | 30.63%-9.1pp | 78.11%-56.6pp | 81.01%-59.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,725 | $2,887+202.2% | $3,884+124.6% | $3,608+141.9% |
| Admin fee / account holder | $20,321 | $3,972+411.6% | $5,353+279.6% | $5,124+296.6% |