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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 | $186,896 | $98,760+89.2% | $149,715+24.8% | $79,858+134.0% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 17.36% | 27.43%-10.1pp | 276.66%-259.3pp | 31.72%-14.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,294 | $5,681+116.4% | $6,842+79.7% | $3,740+228.7% |
| Admin fee / account holder | $4,526 | $6,053-25.2% | $9,310-51.4% | $5,306-14.7% |