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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 | $131,847 | $45,050+192.7% | $63,018+109.2% | $70,126+88.0% |
| Participation rate | 73.8% | 69.5%+4.3pp | 74.8%-1.0pp | 69.5%+4.3pp |
| Annual return | 16.97% | 18.76%-1.8pp | 87.62%-70.6pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,705 | $2,466+50.3% | $3,330+11.3% | $3,332+11.2% |
| Admin fee / account holder | $13,044 | $2,834+360.3% | $3,601+262.3% | $4,645+180.8% |