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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 | $239,706 | $124,425+92.7% | $112,040+113.9% | $137,256+74.6% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 15.70% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,078 | $5,718+233.6% | $5,098+274.3% | $6,407+197.8% |
| Admin fee / account holder | $6,557 | $15,207-56.9% | $12,098-45.8% | $12,270-46.6% |