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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 | $159,064 | $78,423+102.8% | $95,964+65.8% | $79,856+99.2% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 13.95% | 19.37%-5.4pp | 91.64%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,055 | $3,440+17.9% | $4,167-2.7% | $3,741+8.4% |
| Admin fee / account holder | $17,581 | $5,622+212.7% | $6,797+158.6% | $5,306+231.3% |