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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 | $193,126 | $105,284+83.4% | $150,734+28.1% | $94,015+105.4% |
| Participation rate | 85.7% | 71.7%+14.0pp | 78.4%+7.3pp | 70.8%+14.9pp |
| Annual return | 12.18% | 15.67%-3.5pp | 600.81%-588.6pp | 17.84%-5.7pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,737 | $4,274+57.6% | $5,610+20.1% | $4,249+58.5% |
| Admin fee / account holder | $54,183 | $9,839+450.7% | $14,905+263.5% | $8,951+505.3% |