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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 | $86,572 | $104,709-17.3% | $85,705+1.0% | $167,553-48.3% |
| Participation rate | 92.9% | 76.4%+16.5pp | 69.9%+23.0pp | 82.1%+10.7pp |
| Annual return | 24.94% | 21.45%+3.5pp | 21.49%+3.4pp | 478.89%-454.0pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,632 | $4,827-24.8% | $3,924-7.4% | $6,343-42.7% |
| Admin fee / account holder | $7,227 | $10,036-28.0% | $6,877+5.1% | $12,316-41.3% |