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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 | $181,986 | $93,589+94.5% | $135,942+33.9% | $75,181+142.1% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 19.86% | 30.90%-11.0pp | 68.28%-48.4pp | 160.69%-140.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,198 | $6,405+106.1% | $7,759+70.1% | $4,126+219.9% |
| Admin fee / account holder | $8,100 | $6,977+16.1% | $10,764-24.8% | $5,650+43.4% |