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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 | $166,233 | $84,236+97.3% | $170,435-2.5% | $70,126+137.0% |
| Participation rate | 94.7% | 70.8%+23.9pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 13.86% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,938 | $3,086+27.6% | $4,939-20.3% | $3,332+18.2% |
| Admin fee / account holder | $385 | $5,698-93.2% | $13,881-97.2% | $4,645-91.7% |