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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 | $156,782 | $72,269+116.9% | $101,271+54.8% | $79,852+96.3% |
| Participation rate | 82.9% | 68.5%+14.4pp | 75.8%+7.1pp | 69.6%+13.2pp |
| Annual return | 19.13% | 22.29%-3.2pp | 46.48%-27.3pp | 31.72%-12.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,585 | $3,282+9.2% | $4,371-18.0% | $3,740-4.2% |
| Admin fee / account holder | $46,836 | $4,401+964.2% | $5,948+687.5% | $5,306+782.6% |