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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 | $142,409 | $78,520+81.4% | $96,576+47.5% | $82,448+72.7% |
| Participation rate | 91.4% | 77.7%+13.7pp | 81.4%+10.0pp | 68.1%+23.4pp |
| Annual return | 16.58% | 41.30%-24.7pp | 38.47%-21.9pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,576 | $6,754+27.0% | $7,956+7.8% | $4,139+107.2% |
| Admin fee / account holder | $4,058 | $13,455-69.8% | $11,381-64.3% | $7,234-43.9% |