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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 | $224,419 | $91,167+146.2% | $178,498+25.7% | $79,858+181.0% |
| Participation rate | 94.6% | 69.2%+25.4pp | 81.9%+12.7pp | 69.6%+25.0pp |
| Annual return | 19.62% | 24.19%-4.6pp | 151.09%-131.5pp | 31.72%-12.1pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,607 | $3,236-19.4% | $5,202-49.9% | $3,740-30.3% |
| Admin fee / account holder | $1,808 | $6,747-73.2% | $13,985-87.1% | $5,306-65.9% |