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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 | $175,698 | $78,682+123.3% | $109,188+60.9% | $85,851+104.7% |
| Participation rate | 94.2% | 68.3%+25.9pp | 75.9%+18.3pp | 69.3%+24.9pp |
| Annual return | 14.02% | 25.09%-11.1pp | 25.76%-11.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,835 | $3,468+39.4% | $4,654+3.9% | $3,952+22.3% |
| Admin fee / account holder | $15,461 | $5,470+182.7% | $6,755+128.9% | $6,261+146.9% |