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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 | $49,976+200.9% | $66,674+125.5% | $82,637+82.0% |
| Participation rate | 94.0% | 63.1%+30.9pp | 73.7%+20.3pp | 68.1%+25.9pp |
| Annual return | 17.60% | 39.09%-21.5pp | 321.24%-303.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,387 | $2,847+159.5% | $4,084+80.9% | $4,126+79.0% |
| Admin fee / account holder | $3,254 | $4,594-29.2% | $5,098-36.2% | $7,339-55.7% |