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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 | $48,314+212.9% | $67,561+123.8% | $80,925+86.8% |
| Participation rate | 83.7% | 66.4%+17.3pp | 72.9%+10.8pp | 67.7%+16.0pp |
| Annual return | 19.29% | 18.28%+1.0pp | 3525.44%-3506.2pp | 35.65%-16.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,072 | $2,927+73.3% | $4,003+26.7% | $4,299+18.0% |
| Admin fee / account holder | $1,322 | $3,690-64.2% | $4,006-67.0% | $6,940-81.0% |