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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 | $103,642 | $64,359+61.0% | $90,161+15.0% | $70,126+47.8% |
| Participation rate | 93.2% | 70.4%+22.8pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 19.82% | 28.13%-8.3pp | 34.89%-15.1pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $10,361 | $4,389+136.1% | $5,287+96.0% | $3,332+211.0% |
| Admin fee / account holder | $3,399 | $3,945-13.8% | $5,943-42.8% | $4,645-26.8% |