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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 | $150,372 | $51,638+191.2% | $68,368+119.9% | $82,448+82.4% |
| Participation rate | 94.0% | 63.6%+30.4pp | 73.8%+20.2pp | 68.1%+25.9pp |
| Annual return | 17.60% | 37.53%-19.9pp | 292.57%-275.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,387 | $2,914+153.5% | $4,123+79.2% | $4,139+78.5% |
| Admin fee / account holder | $3,254 | $4,643-29.9% | $5,150-36.8% | $7,234-55.0% |