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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 | $201,037 | $108,825+84.7% | $156,181+28.7% | $82,448+143.8% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 16.02% | 20.59%-4.6pp | 64.87%-48.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,815 | $4,577+70.7% | $6,132+27.4% | $4,139+88.8% |
| Admin fee / account holder | $8,725 | $9,341-6.6% | $14,586-40.2% | $7,234+20.6% |