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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 | $151,843 | $64,920+133.9% | $103,693+46.4% | $86,983+74.6% |
| Participation rate | 97.4% | 63.6%+33.8pp | 72.6%+24.8pp | 69.5%+27.9pp |
| Annual return | 12.40% | 30.29%-17.9pp | 47.61%-35.2pp | 25.83%-13.4pp |
| Employer contribution / active EE | $7,494 | $2,141+250.0% | $2,920+156.6% | $2,584+190.0% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,709 | $6,191-40.1% | $7,858-52.8% | $7,856-52.8% |