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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 | $72,644 | $70,486+3.1% | $100,535-27.7% | $79,856-9.0% |
| Participation rate | 87.2% | 73.6%+13.5pp | 79.4%+7.8pp | 69.6%+17.5pp |
| Annual return | 23.90% | 21.90%+2.0pp | 30.90%-7.0pp | 31.71%-7.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,410 | $5,182+139.5% | $6,271+97.9% | $3,741+231.8% |
| Admin fee / account holder | $7,720 | $4,480+72.3% | $8,085-4.5% | $5,306+45.5% |