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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 | $192,901 | $86,298+123.5% | $111,308+73.3% | $85,847+124.7% |
| Participation rate | 71.4% | 73.3%-1.9pp | 77.3%-5.9pp | 69.3%+2.1pp |
| Annual return | 15.29% | 19.99%-4.7pp | 54.67%-39.4pp | 318.61%-303.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,705 | $3,641-53.2% | $4,487-62.0% | $3,952-56.8% |
| Admin fee / account holder | $18,932 | $8,189+131.2% | $7,965+137.7% | $6,261+202.4% |