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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 | $164,917 | $46,534+254.4% | $64,097+157.3% | $75,177+119.4% |
| Participation rate | 94.9% | 65.9%+28.9pp | 72.3%+22.6pp | 67.2%+27.7pp |
| Annual return | 14.53% | 26.07%-11.5pp | 33.75%-19.2pp | 160.75%-146.2pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,431 | $2,835+268.0% | $3,881+168.8% | $4,126+152.8% |
| Admin fee / account holder | $2,877 | $2,957-2.7% | $3,070-6.3% | $5,651-49.1% |