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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% | $104,614+36.8% | $79,858+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 | 340.56%-322.1pp | 31.72%-13.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,392 | $2,693+211.6% | $3,739+124.4% | $3,740+124.4% |
| Admin fee / account holder | $2,893 | $4,185-30.9% | $6,464-55.2% | $5,306-45.5% |