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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 | $240,854 | $84,236+185.9% | $170,435+41.3% | $70,126+243.5% |
| Participation rate | 82.1% | 70.8%+11.3pp | 83.6%-1.5pp | 69.5%+12.6pp |
| Annual return | 15.87% | 23.06%-7.2pp | 205.94%-190.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,592 | $3,086-16.0% | $4,939-47.5% | $3,332-22.2% |
| Admin fee / account holder | $11,587 | $5,698+103.3% | $13,881-16.5% | $4,645+149.4% |