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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 | $128,450 | $106,749+20.3% | $145,433-11.7% | $82,448+55.8% |
| Participation rate | 93.0% | 75.6%+17.3pp | 82.1%+10.9pp | 68.1%+24.9pp |
| Annual return | 17.36% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,354 | $6,519+74.2% | $7,897+43.8% | $4,139+174.3% |
| Admin fee / account holder | $17,393 | $8,390+107.3% | $13,129+32.5% | $7,234+140.4% |