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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 | $77,358+79.0% | $102,184+35.5% | $87,485+58.3% |
| Participation rate | 96.6% | 78.7%+17.9pp | 82.6%+14.0pp | 68.9%+27.6pp |
| Annual return | 15.07% | 41.11%-26.0pp | 31.58%-16.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,501 | $6,753+70.3% | $8,309+38.4% | $4,274+169.1% |
| Admin fee / account holder | $20,480 | $6,809+200.8% | $11,609+76.4% | $7,775+163.4% |