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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 | $239,152 | $81,331+194.0% | $155,534+53.8% | $80,935+195.5% |
| Participation rate | 88.3% | 66.3%+22.1pp | 78.2%+10.1pp | 67.7%+20.7pp |
| Annual return | 16.80% | 33.37%-16.6pp | 64.92%-48.1pp | 35.66%-18.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,261 | $3,454+23.3% | $5,630-24.3% | $4,299-0.9% |
| Admin fee / account holder | $2,420 | $7,999-69.8% | $15,900-84.8% | $6,924-65.1% |