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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 | $231,745 | $97,648+137.3% | $121,663+90.5% | $87,485+164.9% |
| Participation rate | 86.1% | 70.5%+15.6pp | 74.5%+11.6pp | 68.9%+17.2pp |
| Annual return | 13.97% | 18.03%-4.1pp | 147.54%-133.6pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,724 | $3,923+122.4% | $4,887+78.5% | $4,274+104.1% |
| Admin fee / account holder | $31,463 | $11,100+183.5% | $14,289+120.2% | $7,775+304.7% |