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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 | $171,019 | $99,875+71.2% | $146,866+16.4% | $86,983+96.6% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.5%+14.8pp |
| Annual return | 15.02% | 28.10%-13.1pp | 102.85%-87.8pp | 25.83%-10.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $16,926 | $6,322+167.7% | $7,759+118.1% | $4,194+303.6% |
| Admin fee / account holder | $27,457 | $7,838+250.3% | $13,620+101.6% | $7,856+249.5% |