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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 | $69,413 | $70,486-1.5% | $100,528-31.0% | $79,852-13.1% |
| Participation rate | 81.0% | 73.6%+7.3pp | 79.4%+1.5pp | 69.6%+11.3pp |
| Annual return | 40.39% | 21.90%+18.5pp | 30.90%+9.5pp | 31.72%+8.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,490 | $5,182+102.4% | $6,271+67.3% | $3,740+180.4% |
| Admin fee / account holder | $1,853 | $4,480-58.6% | $8,084-77.1% | $5,306-65.1% |