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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 | $106,524+20.6% | $152,301-15.7% | $87,485+46.8% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.4%+10.5pp | 68.9%+24.1pp |
| Annual return | 17.36% | 26.89%-9.5pp | 80.50%-63.1pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,354 | $6,525+74.0% | $8,004+41.9% | $4,274+165.7% |
| Admin fee / account holder | $17,393 | $8,287+109.9% | $14,398+20.8% | $7,775+123.7% |