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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 | $176,131 | $85,766+105.4% | $136,298+29.2% | $70,126+151.2% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 17.16% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,429 | $5,051+86.7% | $6,247+50.9% | $3,332+183.0% |
| Admin fee / account holder | $15,022 | $5,421+177.1% | $9,244+62.5% | $4,645+223.4% |