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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 | $162,894 | $71,230+128.7% | $93,727+73.8% | $80,959+101.2% |
| Participation rate | 90.3% | 60.4%+29.9pp | 68.7%+21.6pp | 67.7%+22.7pp |
| Annual return | 16.86% | 11.26%+5.6pp | 133.83%-117.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,508 | $4,037-37.9% | $4,417-43.2% | $4,300-41.7% |
| Admin fee / account holder | $1,317 | $6,961-81.1% | $8,292-84.1% | $6,925-81.0% |