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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 | $245,102 | $68,878+255.9% | $120,574+103.3% | $80,935+202.8% |
| Participation rate | 83.0% | 61.7%+21.3pp | 71.9%+11.0pp | 67.7%+15.3pp |
| Annual return | 20.42% | 23.67%-3.3pp | 107.42%-87.0pp | 35.66%-15.2pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,137 | $3,189+61.1% | $4,996+2.8% | $4,299+19.5% |
| Admin fee / account holder | $9,760 | $5,782+68.8% | $9,445+3.3% | $6,924+40.9% |