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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 | $166,246 | $106,247+56.5% | $96,515+72.2% | $139,466+19.2% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 14.70% | 38.47%-23.8pp | 35.73%-21.0pp | 373.66%-359.0pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15,316 | $5,456+180.7% | $4,880+213.9% | $6,712+128.2% |
| Admin fee / account holder | $20,178 | $7,885+155.9% | $6,735+199.6% | $11,409+76.9% |