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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 | $50,615 | $90,674-44.2% | $96,707-47.7% | $82,448-38.6% |
| Participation rate | 81.0% | 75.9%+5.0pp | 80.4%+0.6pp | 68.1%+12.9pp |
| Annual return | 16.20% | 49.05%-32.8pp | 34.78%-18.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,798 | $5,696+36.9% | $5,997+30.0% | $4,139+88.4% |
| Admin fee / account holder | $10,055 | $7,568+32.9% | $7,503+34.0% | $7,234+39.0% |