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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 | $144,003 | $78,428+83.6% | $95,960+50.1% | $79,852+80.3% |
| Participation rate | 85.2% | 73.5%+11.7pp | 77.1%+8.1pp | 69.6%+15.5pp |
| Annual return | 14.75% | 19.37%-4.6pp | 91.63%-76.9pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,230 | $3,440-6.1% | $4,167-22.5% | $3,740-13.6% |
| Admin fee / account holder | $16,457 | $5,622+192.7% | $6,797+142.1% | $5,306+210.2% |