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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 | $146,929 | $85,766+71.3% | $136,298+7.8% | $70,126+109.5% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 18.78% | 31.46%-12.7pp | 5156.27%-5137.5pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,402 | $5,051+26.7% | $6,247+2.5% | $3,332+92.1% |
| Admin fee / account holder | $1,718 | $5,421-68.3% | $9,244-81.4% | $4,645-63.0% |