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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 | $184,714 | $80,983+128.1% | $96,544+91.3% | $75,177+145.7% |
| Participation rate | 78.1% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.9pp |
| Annual return | 21.45% | 27.05%-5.6pp | 25.88%-4.4pp | 160.75%-139.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,041 | $3,929-22.6% | $4,851-37.3% | $4,126-26.3% |
| Admin fee / account holder | $18,592 | $6,717+176.8% | $8,254+125.2% | $5,651+229.0% |