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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 | $189,677 | $77,416+145.0% | $69,464+173.1% | $152,897+24.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.5%+3.3pp |
| Annual return | 18.45% | 39.08%-20.6pp | 28.98%-10.5pp | 345.43%-327.0pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,189 | $4,413-5.1% | $3,536+18.5% | $5,851-28.4% |
| Admin fee / account holder | $442 | $6,208-92.9% | $3,840-88.5% | $11,599-96.2% |