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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 | $151,860 | $68,394+122.0% | $94,672+60.4% | $75,177+102.0% |
| Participation rate | 72.0% | 76.1%-4.1pp | 80.8%-8.8pp | 67.2%+4.8pp |
| Annual return | 22.66% | 616.92%-594.3pp | 156.89%-134.2pp | 160.75%-138.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,353 | $6,536+119.6% | $7,417+93.5% | $4,126+247.8% |
| Admin fee / account holder | $609 | $5,326-88.6% | $7,222-91.6% | $5,651-89.2% |