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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 | $168,530 | $91,198+84.8% | $178,503-5.6% | $79,856+111.0% |
| Participation rate | 95.1% | 69.2%+25.9pp | 81.9%+13.2pp | 69.6%+25.5pp |
| Annual return | 10.56% | 24.20%-13.6pp | 151.12%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,734 | $3,237+139.0% | $5,202+48.7% | $3,741+106.8% |
| Admin fee / account holder | $7,768 | $6,748+15.1% | $13,987-44.5% | $5,306+46.4% |