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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 | $145,785 | $77,920+87.1% | $149,723-2.6% | $75,177+93.9% |
| Participation rate | 96.8% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.6pp |
| Annual return | 24.92% | 31.72%-6.8pp | 134.50%-109.6pp | 160.75%-135.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,460 | $3,411+89.4% | $5,682+13.7% | $4,126+56.5% |
| Admin fee / account holder | $4,635 | $5,951-22.1% | $13,215-64.9% | $5,651-18.0% |