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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 | $153,452 | $61,125+151.0% | $94,057+63.1% | $87,485+75.4% |
| Participation rate | 84.8% | 64.1%+20.8pp | 73.3%+11.5pp | 68.9%+15.9pp |
| Annual return | 14.57% | 35.20%-20.6pp | 480.62%-466.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,247 | $3,260+275.7% | $4,709+160.1% | $4,274+186.6% |
| Admin fee / account holder | $5,424 | $5,629-3.6% | $7,244-25.1% | $7,775-30.2% |