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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 | $129,938 | $81,504+59.4% | $102,437+26.8% | $80,959+60.5% |
| Participation rate | 82.9% | 66.9%+16.0pp | 74.5%+8.3pp | 67.7%+15.2pp |
| Annual return | 10.71% | 25.60%-14.9pp | 24.95%-14.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,653 | $3,871-5.6% | $5,060-27.8% | $4,300-15.1% |
| Admin fee / account holder | $10,787 | $6,719+60.5% | $8,388+28.6% | $6,925+55.8% |