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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 | $136,756 | $65,027+110.3% | $90,970+50.3% | $79,852+71.3% |
| Participation rate | 92.3% | 61.6%+30.7pp | 69.0%+23.3pp | 69.6%+22.7pp |
| Annual return | 19.63% | 30.45%-10.8pp | 134.58%-114.9pp | 31.72%-12.1pp |
| Employer contribution / active EE | $1,154 | $1,247-7.5% | $2,122-45.6% | $2,471-53.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,994 | $4,535+54.2% | $5,960+17.3% | $5,306+31.8% |