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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 | $114,784 | $105,198+9.1% | $159,455-28.0% | $85,856+33.7% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.8%+1.0pp | 69.3%+14.5pp |
| Annual return | 18.69% | 45.08%-26.4pp | 263.63%-244.9pp | 318.58%-299.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,148 | $5,946+37.0% | $7,353+10.8% | $3,952+106.2% |
| Admin fee / account holder | $19,510 | $6,934+181.4% | $10,800+80.6% | $6,261+211.6% |