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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 | $218,792 | $83,485+162.1% | $125,192+74.8% | $72,975+199.8% |
| Participation rate | 88.7% | 73.3%+15.4pp | 79.8%+8.9pp | 69.5%+19.2pp |
| Annual return | 16.50% | 25.77%-9.3pp | 43.79%-27.3pp | 81.01%-64.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,783 | $3,586+200.7% | $4,937+118.4% | $3,608+198.9% |
| Admin fee / account holder | $4,275 | $5,518-22.5% | $9,704-55.9% | $5,124-16.6% |