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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 | $229,113 | $106,524+115.1% | $152,301+50.4% | $87,485+161.9% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 15.28% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,844 | $6,525+81.5% | $8,004+48.0% | $4,274+177.1% |
| Admin fee / account holder | $1,899 | $8,287-77.1% | $14,398-86.8% | $7,775-75.6% |