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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 | $128,475 | $95,453+34.6% | $112,040+14.7% | $82,448+55.8% |
| Participation rate | 87.9% | 72.8%+15.1pp | 76.5%+11.4pp | 68.1%+19.8pp |
| Annual return | 16.76% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,032 | $4,224+113.8% | $5,098+77.2% | $4,139+118.2% |
| Admin fee / account holder | $20,631 | $9,013+128.9% | $12,098+70.5% | $7,234+185.2% |