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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 | $149,242 | $98,776+51.1% | $149,745-0.3% | $79,856+86.9% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.5%-9.5pp | 69.6%+3.3pp |
| Annual return | 14.54% | 27.38%-12.8pp | 276.72%-262.2pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,627 | $5,681+16.6% | $6,843-3.2% | $3,741+77.2% |
| Admin fee / account holder | $4,821 | $6,053-20.3% | $9,312-48.2% | $5,306-9.1% |