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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 | $160,244 | $70,430+127.5% | $96,572+65.9% | $85,851+86.7% |
| Participation rate | 98.2% | 61.8%+36.4pp | 69.8%+28.4pp | 69.3%+28.9pp |
| Annual return | 17.30% | 18.58%-1.3pp | 37.79%-20.5pp | 318.63%-301.3pp |
| Employer contribution / active EE | $2,193 | $1,413+55.2% | $2,357-7.0% | $2,565-14.5% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,145 | $4,996-77.1% | $6,183-81.5% | $6,261-81.7% |