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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 | $133,932 | $50,554+164.9% | $67,681+97.9% | $87,485+53.1% |
| Participation rate | 73.3% | 67.7%+5.6pp | 73.7%-0.4pp | 68.9%+4.4pp |
| Annual return | 13.19% | 17.81%-4.6pp | 590.58%-577.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,476 | $2,961+152.5% | $3,976+88.0% | $4,274+74.9% |
| Admin fee / account holder | $8,456 | $4,132+104.6% | $6,100+38.6% | $7,775+8.8% |