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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 | $166,723 | $73,988+125.3% | $96,538+72.7% | $75,177+121.8% |
| Participation rate | 86.7% | 66.4%+20.2pp | 74.3%+12.3pp | 67.2%+19.5pp |
| Annual return | 17.05% | 26.73%-9.7pp | 35.74%-18.7pp | 160.75%-143.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,776 | $3,660+57.8% | $4,880+18.4% | $4,126+40.0% |
| Admin fee / account holder | $1,197 | $5,220-77.1% | $6,737-82.2% | $5,651-78.8% |