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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 | $231,805 | $135,956+70.5% | $123,894+87.1% | $273,972-15.4% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 5.38% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,970 | $6,343+73.0% | $5,984+83.3% | $5,287+107.5% |
| Admin fee / account holder | $31,445 | $9,817+220.3% | $8,357+276.3% | $10,133+210.3% |