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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 | $151,188 | $48,337+212.8% | $67,560+123.8% | $80,959+86.7% |
| Participation rate | 83.7% | 66.4%+17.2pp | 72.9%+10.7pp | 67.7%+16.0pp |
| Annual return | 19.29% | 18.26%+1.0pp | 3533.50%-3514.2pp | 35.67%-16.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,072 | $2,928+73.2% | $4,004+26.7% | $4,300+17.9% |
| Admin fee / account holder | $1,322 | $3,695-64.2% | $3,994-66.9% | $6,925-80.9% |