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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 | $81,476+59.5% | $102,383+26.9% | $80,925+60.6% |
| Participation rate | 82.9% | 66.8%+16.0pp | 74.5%+8.3pp | 67.7%+15.2pp |
| Annual return | 10.71% | 25.59%-14.9pp | 24.94%-14.2pp | 35.65%-24.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,653 | $3,871-5.6% | $5,060-27.8% | $4,299-15.0% |
| Admin fee / account holder | $10,787 | $6,717+60.6% | $8,391+28.5% | $6,940+55.4% |