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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 | $170,362 | $98,776+72.5% | $149,745+13.8% | $79,856+113.3% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.4pp |
| Annual return | 12.37% | 27.38%-15.0pp | 276.72%-264.3pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,094 | $5,681+112.9% | $6,843+76.7% | $3,741+223.3% |
| Admin fee / account holder | $17,103 | $6,053+182.6% | $9,312+83.7% | $5,306+222.3% |