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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 | $165,025 | $78,670+109.8% | $109,173+51.2% | $85,847+92.2% |
| Participation rate | 86.2% | 68.3%+17.9pp | 75.9%+10.3pp | 69.3%+16.9pp |
| Annual return | 16.14% | 25.09%-9.0pp | 25.75%-9.6pp | 318.61%-302.5pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,937 | $3,467+42.4% | $4,654+6.1% | $3,952+24.9% |
| Admin fee / account holder | $2,271 | $5,469-58.5% | $6,755-66.4% | $6,261-63.7% |