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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 | $134,943 | $117,829+14.5% | $102,423+31.8% | $145,877-7.5% |
| Participation rate | 79.2% | 78.6%+0.6pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 13.96% | 31.83%-17.9pp | 29.42%-15.5pp | 551.28%-537.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,965 | $5,732+38.9% | $5,054+57.6% | $6,691+19.0% |
| Admin fee / account holder | $43,730 | $13,335+227.9% | $9,455+362.5% | $13,402+226.3% |