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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 | $238,210 | $85,766+177.7% | $136,298+74.8% | $70,126+239.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 17.70% | 31.46%-13.8pp | 5156.27%-5138.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,964 | $5,051+77.5% | $6,247+43.5% | $3,332+169.0% |
| Admin fee / account holder | $5,925 | $5,421+9.3% | $9,244-35.9% | $4,645+27.5% |