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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 | $189,912 | $95,415+99.0% | $185,851+2.2% | $85,851+121.2% |
| Participation rate | 76.6% | 68.8%+7.8pp | 81.7%-5.1pp | 69.3%+7.3pp |
| Annual return | 14.72% | 23.59%-8.9pp | 122.11%-107.4pp | 318.63%-303.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,792 | $3,424+127.6% | $5,569+39.9% | $3,952+97.2% |
| Admin fee / account holder | $3,630 | $7,215-49.7% | $16,245-77.7% | $6,261-42.0% |