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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 | $206,257 | $81,358+153.5% | $155,556+32.6% | $80,959+154.8% |
| Participation rate | 97.9% | 66.3%+31.7pp | 78.2%+19.7pp | 67.7%+30.2pp |
| Annual return | 26.70% | 33.39%-6.7pp | 64.84%-38.1pp | 35.67%-9.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,473 | $3,455+116.3% | $5,631+32.7% | $4,300+73.8% |
| Admin fee / account holder | $46,947 | $7,994+487.3% | $15,885+195.5% | $6,925+577.9% |