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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 | $142,454 | $91,198+56.2% | $178,503-20.2% | $79,856+78.4% |
| Participation rate | 83.9% | 69.2%+14.7pp | 81.9%+1.9pp | 69.6%+14.2pp |
| Annual return | 15.21% | 24.20%-9.0pp | 151.12%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $397 | $3,257-87.8% | $5,011-92.1% | $2,471-83.9% |
| Participant deferral / active EE | $6,355 | $3,237+96.4% | $5,202+22.2% | $3,741+69.9% |
| Admin fee / account holder | $25,541 | $6,748+278.5% | $13,987+82.6% | $5,306+381.3% |