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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 | $187,199 | $98,766+89.5% | $149,730+25.0% | $79,852+134.4% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.6pp |
| Annual return | 18.35% | 27.43%-9.1pp | 276.70%-258.3pp | 31.72%-13.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,695 | $5,681+35.5% | $6,843+12.5% | $3,740+105.7% |
| Admin fee / account holder | $761 | $6,052-87.4% | $9,310-91.8% | $5,306-85.7% |