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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 | $137,139 | $106,749+28.5% | $145,433-5.7% | $82,448+66.3% |
| Participation rate | 78.9% | 75.6%+3.3pp | 82.1%-3.2pp | 68.1%+10.9pp |
| Annual return | 14.76% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,681 | $6,519+140.6% | $7,897+98.6% | $4,139+278.8% |
| Admin fee / account holder | $19,775 | $8,390+135.7% | $13,129+50.6% | $7,234+173.3% |