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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 | $165,896 | $48,337+243.2% | $67,560+145.6% | $80,959+104.9% |
| Participation rate | 96.4% | 66.4%+30.0pp | 72.9%+23.5pp | 67.7%+28.8pp |
| Annual return | 14.45% | 18.26%-3.8pp | 3533.50%-3519.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,614 | $2,928+330.8% | $4,004+215.0% | $4,300+193.3% |
| Admin fee / account holder | $3,741 | $3,695+1.2% | $3,994-6.3% | $6,925-46.0% |