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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 | $101,173 | $109,372-7.5% | $89,414+13.2% | $158,966-36.4% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 13.30% | 345.55%-332.3pp | 245.50%-232.2pp | 302.95%-289.6pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,611 | $4,598+0.3% | $3,890+18.5% | $5,983-22.9% |
| Admin fee / account holder | $10,377 | $6,156+68.6% | $4,883+112.5% | $11,250-7.8% |