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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 | $95,404+34.7% | $113,397+13.3% | $82,637+55.5% |
| Participation rate | 87.9% | 72.8%+15.1pp | 76.5%+11.4pp | 68.1%+19.8pp |
| Annual return | 16.76% | 19.08%-2.3pp | 23.20%-6.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,032 | $4,220+114.1% | $5,076+77.9% | $4,126+118.9% |
| Admin fee / account holder | $20,631 | $9,168+125.0% | $11,957+72.5% | $7,339+181.1% |