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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 | $160,845 | $37,436+329.6% | $77,513+107.5% | $79,858+101.4% |
| Participation rate | 94.9% | 41.5%+53.4pp | 54.2%+40.7pp | 69.6%+25.3pp |
| Annual return | 24.28% | 39.75%-15.5pp | 54.81%-30.5pp | 31.72%-7.4pp |
| Employer contribution / active EE | $1,266 | $637+98.7% | $987+28.3% | $2,471-48.8% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,007 | $2,505-59.8% | $2,859-64.8% | $5,306-81.0% |