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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 | $129,214 | $89,370+44.6% | $141,197-8.5% | $72,976+77.1% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 19.86% | 111.88%-92.0pp | 71.41%-51.5pp | 81.02%-61.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,305 | $5,419-20.5% | $6,710-35.8% | $3,608+19.3% |
| Admin fee / account holder | $3,399 | $5,957-42.9% | $10,265-66.9% | $5,124-33.7% |