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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 | $143,077 | $63,861+124.0% | $104,639+36.7% | $79,856+79.2% |
| Participation rate | 75.5% | 64.9%+10.5pp | 74.1%+1.4pp | 69.6%+5.8pp |
| Annual return | 18.41% | 21.30%-2.9pp | 340.67%-322.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,392 | $2,693+211.6% | $3,738+124.5% | $3,741+124.3% |
| Admin fee / account holder | $2,893 | $4,185-30.9% | $6,465-55.3% | $5,306-45.5% |