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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 | $149,015 | $84,236+76.9% | $170,435-12.6% | $70,126+112.5% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 17.88% | 23.06%-5.2pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,022 | $3,086+95.2% | $4,939+21.9% | $3,332+80.7% |
| Admin fee / account holder | $2,740 | $5,698-51.9% | $13,881-80.3% | $4,645-41.0% |