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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 | $119,369 | $106,864+11.7% | $147,318-19.0% | $82,637+44.4% |
| Participation rate | 88.1% | 75.5%+12.6pp | 82.1%+6.0pp | 68.1%+20.0pp |
| Annual return | 16.37% | 27.49%-11.1pp | 70.43%-54.1pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $17,081 | $6,496+163.0% | $7,906+116.0% | $4,126+314.0% |
| Admin fee / account holder | $11,316 | $8,415+34.5% | $13,708-17.4% | $7,339+54.2% |