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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 | $195,979 | $117,444+66.9% | $99,479+97.0% | $152,909+28.2% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 18.18% | 31.87%-13.7pp | 30.72%-12.5pp | 345.46%-327.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,072 | $4,086+24.1% | $3,619+40.1% | $5,851-13.3% |
| Admin fee / account holder | $575 | $7,635-92.5% | $6,253-90.8% | $11,601-95.0% |