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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 | $68,910 | $49,255+39.9% | $70,494-2.2% | $79,856-13.7% |
| Participation rate | 90.7% | 69.2%+21.5pp | 75.1%+15.6pp | 69.6%+21.1pp |
| Annual return | 13.97% | 30.10%-16.1pp | 109.16%-95.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,900 | $2,768+149.2% | $3,711+85.9% | $3,741+84.5% |
| Admin fee / account holder | $10,467 | $2,879+263.5% | $3,848+172.0% | $5,306+97.2% |