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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 | $158,834 | $48,364+228.4% | $71,796+121.2% | $62,881+152.6% |
| Participation rate | 81.6% | 60.6%+21.0pp | 69.1%+12.5pp | 69.3%+12.3pp |
| Annual return | 8.47% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,532 | $2,091+68.9% | $2,794+26.4% | $3,203+10.3% |
| Admin fee / account holder | $8,505 | $3,771+125.5% | $4,815+76.6% | $4,296+98.0% |