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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 | $209,748 | $65,027+222.6% | $90,970+130.6% | $79,852+162.7% |
| Participation rate | 77.4% | 61.6%+15.8pp | 69.0%+8.4pp | 69.6%+7.8pp |
| Annual return | 12.39% | 30.45%-18.1pp | 134.58%-122.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,356 | $2,512+33.6% | $3,373-0.5% | $3,740-10.3% |
| Admin fee / account holder | $21,359 | $4,535+370.9% | $5,960+258.4% | $5,306+302.5% |