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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 | $138,508 | $78,520+76.4% | $96,576+43.4% | $82,448+68.0% |
| Participation rate | 96.6% | 77.7%+18.8pp | 81.4%+15.1pp | 68.1%+28.5pp |
| Annual return | 15.07% | 41.30%-26.2pp | 38.47%-23.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,501 | $6,754+70.3% | $7,956+44.5% | $4,139+177.8% |
| Admin fee / account holder | $20,480 | $13,455+52.2% | $11,381+80.0% | $7,234+183.1% |