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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 | $240,341 | $78,520+206.1% | $96,576+148.9% | $82,448+191.5% |
| Participation rate | 80.0% | 77.7%+2.3pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 15.30% | 41.30%-26.0pp | 38.47%-23.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,550 | $6,754+26.6% | $7,956+7.5% | $4,139+106.5% |
| Admin fee / account holder | $18,724 | $13,455+39.2% | $11,381+64.5% | $7,234+158.8% |