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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 | $173,864 | $78,707+120.9% | $117,861+47.5% | $70,126+147.9% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | 16.71% | 23.30%-6.6pp | 335.11%-318.4pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,770 | $3,297+75.0% | $4,482+28.7% | $3,332+73.2% |
| Admin fee / account holder | $941 | $5,066-81.4% | $8,021-88.3% | $4,645-79.7% |