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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 | $141,593 | $93,346+51.7% | $71,796+97.2% | $273,972-48.3% |
| Participation rate | 88.2% | 76.5%+11.7pp | 69.1%+19.1pp | 83.0%+5.2pp |
| Annual return | 4.45% | 130.39%-125.9pp | 78.04%-73.6pp | 41.46%-37.0pp |
| Employer contribution / active EE | $4,573 | $2,733+67.3% | $1,924+137.6% | $4,869-6.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $25,528 | $6,571+288.5% | $4,815+430.2% | $10,133+151.9% |