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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 | $140,869 | $46,534+202.7% | $64,097+119.8% | $75,177+87.4% |
| Participation rate | 96.6% | 65.9%+30.6pp | 72.3%+24.2pp | 67.2%+29.3pp |
| Annual return | 17.74% | 26.07%-8.3pp | 33.75%-16.0pp | 160.75%-143.0pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,929 | $2,835+356.1% | $3,881+233.1% | $4,126+213.3% |
| Admin fee / account holder | $3,590 | $2,957+21.4% | $3,070+17.0% | $5,651-36.5% |