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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 | $214,741 | $147,594+45.5% | $121,871+76.2% | $198,609+8.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 23.25% | 12.94%+10.3pp | 13.57%+9.7pp | 202.70%-179.4pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,989 | $5,168+15.9% | $4,318+38.7% | $6,977-14.2% |
| Admin fee / account holder | $5,290 | $15,134-65.0% | $11,551-54.2% | $19,030-72.2% |