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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 | $126,648 | $94,529+34.0% | $140,019-9.5% | $64,173+97.4% |
| Participation rate | 74.1% | 84.1%-10.0pp | 87.5%-13.4pp | 69.6%+4.5pp |
| Annual return | 18.72% | 7.77%+10.9pp | 651.15%-632.4pp | 7.63%+11.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,170 | $5,250+55.6% | $6,927+18.0% | $3,470+135.5% |
| Admin fee / account holder | $8,051 | $6,741+19.4% | $10,705-24.8% | $4,887+64.7% |