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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 | $110,966 | $84,236+31.7% | $170,435-34.9% | $70,126+58.2% |
| Participation rate | 84.7% | 70.8%+13.9pp | 83.6%+1.1pp | 69.5%+15.2pp |
| Annual return | 14.14% | 23.06%-8.9pp | 205.94%-191.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,850 | $3,086+24.8% | $4,939-22.1% | $3,332+15.5% |
| Admin fee / account holder | $11,996 | $5,698+110.5% | $13,881-13.6% | $4,645+158.2% |