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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 | $132,307 | $63,365+108.8% | $91,994+43.8% | $72,975+81.3% |
| Participation rate | 89.2% | 72.5%+16.7pp | 78.6%+10.6pp | 69.5%+19.7pp |
| Annual return | 22.10% | 35.35%-13.2pp | 69.04%-46.9pp | 81.01%-58.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,879 | $4,883+163.7% | $5,924+117.4% | $3,608+257.0% |
| Admin fee / account holder | $9,063 | $4,670+94.1% | $7,744+17.0% | $5,124+76.9% |