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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 | $156,375 | $64,359+143.0% | $90,161+73.4% | $70,124+123.0% |
| Participation rate | 87.3% | 70.4%+16.8pp | 76.9%+10.4pp | 69.5%+17.7pp |
| Annual return | 15.11% | 28.13%-13.0pp | 34.89%-19.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,095 | $4,389+84.4% | $5,287+53.1% | $3,332+143.0% |
| Admin fee / account holder | $6,344 | $3,945+60.8% | $5,943+6.7% | $4,645+36.6% |