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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 | $98,243 | $97,027+1.3% | $83,323+17.9% | $135,377-27.4% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | 3.42% | 12.31%-8.9pp | 10.63%-7.2pp | 519.75%-516.3pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,478 | $5,964+42.1% | $5,565+52.4% | $5,609+51.2% |
| Admin fee / account holder | $29,934 | $8,427+255.2% | $7,539+297.0% | $10,828+176.4% |