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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 | $190,937 | $85,766+122.6% | $136,298+40.1% | $70,126+172.3% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 15.79% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,220 | $5,051+62.7% | $6,247+31.6% | $3,332+146.7% |
| Admin fee / account holder | $22,345 | $5,421+312.2% | $9,244+141.7% | $4,645+381.0% |