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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 | $180,016 | $107,666+67.2% | $102,184+76.2% | $154,746+16.3% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.6%+8.3pp | 80.7%+10.2pp |
| Annual return | 12.43% | 29.33%-16.9pp | 31.58%-19.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,740 | $8,719-45.6% | $8,309-43.0% | $6,730-29.6% |
| Admin fee / account holder | $42,817 | $12,943+230.8% | $11,609+268.8% | $14,365+198.1% |