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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 | $201,921 | $76,407+164.3% | $150,298+34.3% | $82,448+144.9% |
| Participation rate | 84.4% | 66.4%+18.0pp | 77.8%+6.7pp | 68.1%+16.4pp |
| Annual return | 13.13% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,452 | $3,214+131.8% | $5,453+36.7% | $4,139+80.0% |
| Admin fee / account holder | $10,982 | $6,352+72.9% | $14,116-22.2% | $7,234+51.8% |