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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 | $152,433 | $103,387+47.4% | $87,102+75.0% | $152,885-0.3% |
| Participation rate | 79.2% | 79.4%-0.2pp | 76.9%+2.3pp | 82.5%-3.3pp |
| Annual return | 22.81% | 28.10%-5.3pp | 28.19%-5.4pp | 345.39%-322.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,490 | $4,778+35.8% | $4,048+60.3% | $5,851+10.9% |
| Admin fee / account holder | $48,849 | $12,193+300.6% | $7,491+552.1% | $11,598+321.2% |