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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 | $106,846 | $95,404+12.0% | $113,397-5.8% | $82,637+29.3% |
| Participation rate | 73.7% | 72.8%+0.9pp | 76.5%-2.8pp | 68.1%+5.6pp |
| Annual return | 15.84% | 19.08%-3.2pp | 23.20%-7.4pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $19,675 | $4,220+366.3% | $5,076+287.6% | $4,126+376.8% |
| Admin fee / account holder | $23,490 | $9,168+156.2% | $11,957+96.5% | $7,339+220.1% |