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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 | $169,323 | $78,423+115.9% | $95,964+76.4% | $79,856+112.0% |
| Participation rate | 77.8% | 73.5%+4.3pp | 77.1%+0.7pp | 69.6%+8.1pp |
| Annual return | 15.07% | 19.37%-4.3pp | 91.64%-76.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,669 | $3,440+297.3% | $4,167+228.1% | $3,741+265.4% |
| Admin fee / account holder | $11,164 | $5,622+98.6% | $6,797+64.2% | $5,306+110.4% |