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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 | $213,116 | $91,559+132.8% | $133,978+59.1% | $79,856+166.9% |
| Participation rate | 89.7% | 73.3%+16.3pp | 79.8%+9.8pp | 69.6%+20.0pp |
| Annual return | 28.90% | 61.85%-33.0pp | 45.10%-16.2pp | 31.71%-2.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,183 | $3,734+253.1% | $5,047+161.2% | $3,741+252.4% |
| Admin fee / account holder | $3,121 | $6,321-50.6% | $8,930-65.1% | $5,306-41.2% |