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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 | $147,516 | $59,804+146.7% | $81,982+79.9% | $79,856+84.7% |
| Participation rate | 80.3% | 61.6%+18.7pp | 69.3%+11.0pp | 69.6%+10.7pp |
| Annual return | 10.50% | 17.56%-7.1pp | 41.31%-30.8pp | 31.71%-21.2pp |
| Employer contribution / active EE | $17,626 | $1,713+928.7% | $2,498+605.5% | $2,471+613.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $41,824 | $4,288+875.3% | $5,665+638.3% | $5,306+688.2% |