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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 | $140,039 | $77,638+80.4% | $156,551-10.5% | $62,881+122.7% |
| Participation rate | 93.9% | 71.2%+22.7pp | 84.0%+9.9pp | 69.3%+24.6pp |
| Annual return | 6.93% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,877 | $3,046+125.8% | $4,871+41.2% | $3,203+114.7% |
| Admin fee / account holder | $1,169 | $5,561-79.0% | $13,028-91.0% | $4,296-72.8% |