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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 | $190,659 | $118,695+60.6% | $98,916+92.7% | $158,950+19.9% |
| Participation rate | 82.6% | 77.8%+4.8pp | 76.0%+6.6pp | 82.0%+0.6pp |
| Annual return | 14.87% | 372.39%-357.5pp | 196.45%-181.6pp | 302.91%-288.0pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,495 | $5,088-11.7% | $4,245+5.9% | $5,983-24.9% |
| Admin fee / account holder | $8,602 | $10,132-15.1% | $6,642+29.5% | $11,248-23.5% |