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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 | $142,751 | $72,492+96.9% | $87,104+63.9% | $72,975+95.6% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 20.11% | 24.46%-4.3pp | 28.19%-8.1pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $13,384 | $3,270+309.3% | $4,048+230.6% | $3,608+271.0% |
| Admin fee / account holder | $33,560 | $5,055+563.9% | $7,491+348.0% | $5,124+555.0% |