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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 | $164,574 | $48,078+242.3% | $78,676+109.2% | $62,881+161.7% |
| Participation rate | 93.8% | 65.2%+28.5pp | 73.6%+20.2pp | 69.3%+24.4pp |
| Annual return | 9.00% | 31.36%-22.4pp | 62.19%-53.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $16,628 | $2,015+725.4% | $2,850+483.4% | $2,281+629.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,108 | $3,206-65.4% | $4,510-75.4% | $4,296-74.2% |