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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 | $164,293 | $52,580+212.5% | $71,671+129.2% | $70,126+134.3% |
| Participation rate | 96.7% | 60.9%+35.8pp | 68.7%+27.9pp | 69.5%+27.1pp |
| Annual return | 33.70% | 20.25%+13.4pp | 20.65%+13.0pp | 73.15%-39.5pp |
| Employer contribution / active EE | $1,487 | $1,616-8.0% | $2,460-39.5% | $2,343-36.5% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,937 | $3,653+336.3% | $5,558+186.7% | $4,645+243.1% |