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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 | $57,562 | $115,810-50.3% | $101,271-43.2% | $158,966-63.8% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 11.52% | 56.15%-44.6pp | 46.48%-35.0pp | 302.95%-291.4pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,348 | $4,958-32.5% | $4,371-23.4% | $5,983-44.0% |
| Admin fee / account holder | $10,128 | $7,248+39.7% | $5,948+70.3% | $11,250-10.0% |