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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 | $139,827 | $89,370+56.5% | $141,197-1.0% | $72,976+91.6% |
| Participation rate | 70.7% | 75.1%-4.4pp | 82.5%-11.7pp | 69.5%+1.2pp |
| Annual return | 22.29% | 111.88%-89.6pp | 71.41%-49.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,685 | $5,419+115.6% | $6,710+74.1% | $3,608+223.9% |
| Admin fee / account holder | $14,150 | $5,957+137.6% | $10,265+37.9% | $5,124+176.1% |