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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 | $126,516 | $106,524+18.8% | $152,301-16.9% | $87,485+44.6% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.4%+8.1pp | 68.9%+21.6pp |
| Annual return | 16.42% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,267 | $6,525+26.7% | $8,004+3.3% | $4,274+93.4% |
| Admin fee / account holder | $30,161 | $8,287+264.0% | $14,398+109.5% | $7,775+287.9% |