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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 | $159,262 | $81,331+95.8% | $155,534+2.4% | $80,935+96.8% |
| Participation rate | 81.3% | 66.3%+15.1pp | 78.2%+3.1pp | 67.7%+13.7pp |
| Annual return | 15.52% | 33.37%-17.8pp | 64.92%-49.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,618 | $3,454+4.8% | $5,630-35.7% | $4,299-15.8% |
| Admin fee / account holder | $19,337 | $7,999+141.7% | $15,900+21.6% | $6,924+179.3% |