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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 | $160,701 | $113,338+41.8% | $94,993+69.2% | $147,586+8.9% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 15.15% | 20.80%-5.6pp | 27.14%-12.0pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,290 | $3,777+40.1% | $3,317+59.5% | $5,439-2.7% |
| Admin fee / account holder | $486 | $6,063-92.0% | $4,960-90.2% | $10,886-95.5% |