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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 | $62,281 | $118,488-47.4% | $98,462-36.7% | $139,487-55.3% |
| Participation rate | 83.3% | 77.5%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 21.29% | 18.96%+2.3pp | 21.17%+0.1pp | 373.84%-352.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $19,168 | $5,393+255.4% | $4,738+304.5% | $6,713+185.5% |
| Admin fee / account holder | $10,757 | $13,868-22.4% | $8,875+21.2% | $11,407-5.7% |