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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 | $187,954 | $48,364+288.6% | $71,796+161.8% | $62,881+198.9% |
| Participation rate | 86.2% | 60.6%+25.6pp | 69.1%+17.1pp | 69.3%+16.9pp |
| Annual return | 7.49% | 13.16%-5.7pp | 78.04%-70.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,323 | $2,091-36.7% | $2,794-52.6% | $3,203-58.7% |
| Admin fee / account holder | $61,810 | $3,771+1539.0% | $4,815+1183.7% | $4,296+1338.9% |