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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 | $227,818 | $81,331+180.1% | $155,534+46.5% | $80,935+181.5% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | 15.16% | 33.37%-18.2pp | 64.92%-49.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,154 | $3,454+107.1% | $5,630+27.1% | $4,299+66.4% |
| Admin fee / account holder | $5,488 | $7,999-31.4% | $15,900-65.5% | $6,924-20.7% |