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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 | $214,971 | $77,920+175.9% | $149,723+43.6% | $75,177+186.0% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 15.95% | 31.72%-15.8pp | 134.50%-118.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,366 | $3,411-1.3% | $5,682-40.8% | $4,126-18.4% |
| Admin fee / account holder | $7,419 | $5,951+24.7% | $13,215-43.9% | $5,651+31.3% |