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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 | $130,415 | $77,908+67.4% | $149,696-12.9% | $75,173+73.5% |
| Participation rate | 85.4% | 65.6%+19.8pp | 78.8%+6.6pp | 67.2%+18.2pp |
| Annual return | 18.47% | 31.73%-13.3pp | 134.46%-116.0pp | 160.72%-142.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,596 | $3,411+181.3% | $5,682+68.9% | $4,126+132.6% |
| Admin fee / account holder | $10,183 | $5,950+71.2% | $13,212-22.9% | $5,651+80.2% |