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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 | $134,644 | $61,660+118.4% | $80,022+68.3% | $64,181+109.8% |
| Participation rate | 89.2% | 71.7%+17.5pp | 75.8%+13.4pp | 69.6%+19.6pp |
| Annual return | 218.28% | -0.33%+218.6pp | 11.22%+207.1pp | 7.63%+210.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,507 | $2,968-49.2% | $3,686-59.1% | $3,470-56.6% |
| Admin fee / account holder | $4,579 | $5,417-15.5% | $6,521-29.8% | $4,887-6.3% |