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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 | $157,912 | $72,404+118.1% | $110,243+43.2% | $64,173+146.1% |
| Participation rate | 84.2% | 73.3%+10.9pp | 79.8%+4.4pp | 69.6%+14.6pp |
| Annual return | 16.03% | -6.29%+22.3pp | 314.76%-298.7pp | 7.63%+8.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,375 | $3,469+83.8% | $4,672+36.5% | $3,470+83.7% |
| Admin fee / account holder | $9,544 | $5,664+68.5% | $8,548+11.7% | $4,887+95.3% |