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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 | $168,761 | $57,541+193.3% | $95,740+76.3% | $75,173+124.5% |
| Participation rate | 70.9% | 62.5%+8.4pp | 72.3%-1.4pp | 67.2%+3.7pp |
| Annual return | 16.53% | 34.93%-18.4pp | 28.41%-11.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,271 | $3,074+201.6% | $4,244+118.5% | $4,126+124.7% |
| Admin fee / account holder | $28,001 | $4,099+583.2% | $5,676+393.3% | $5,651+395.5% |