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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 | $101,950+127.3% | $125,529+84.6% | $86,983+166.4% |
| Participation rate | 86.1% | 70.2%+16.0pp | 74.7%+11.4pp | 69.5%+16.6pp |
| Annual return | 13.97% | 18.29%-4.3pp | 202.56%-188.6pp | 25.83%-11.9pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $8,724 | $3,862+125.9% | $4,813+81.3% | $4,194+108.0% |
| Admin fee / account holder | $31,463 | $12,791+146.0% | $16,298+93.0% | $7,856+300.5% |