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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 | $178,664 | $47,479+276.3% | $62,929+183.9% | $82,448+116.7% |
| Participation rate | 85.1% | 66.9%+18.2pp | 73.1%+12.0pp | 68.1%+17.0pp |
| Annual return | 14.20% | 20.34%-6.1pp | 1063.93%-1049.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,814 | $2,870+102.5% | $3,888+49.5% | $4,139+40.5% |
| Admin fee / account holder | $352 | $3,804-90.7% | $5,065-93.0% | $7,234-95.1% |