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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 | $165,965 | $93,617+77.3% | $135,982+22.0% | $75,177+120.8% |
| Participation rate | 83.9% | 75.2%+8.7pp | 81.9%+2.0pp | 67.2%+16.7pp |
| Annual return | 17.98% | 30.89%-12.9pp | 68.32%-50.3pp | 160.75%-142.8pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $15,445 | $6,406+141.1% | $7,760+99.0% | $4,126+274.3% |
| Admin fee / account holder | $6,841 | $6,980-2.0% | $10,767-36.5% | $5,651+21.1% |