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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 | $112,661 | $103,392+9.0% | $87,104+29.3% | $152,897-26.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 22.17% | 28.10%-5.9pp | 28.19%-6.0pp | 345.43%-323.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,599 | $4,778-66.5% | $4,048-60.5% | $5,851-72.7% |
| Admin fee / account holder | $16,563 | $12,194+35.8% | $7,491+121.1% | $11,599+42.8% |