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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 | $117,846+14.5% | $102,434+31.7% | $145,884-7.5% |
| Participation rate | 79.2% | 78.6%+0.5pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 13.96% | 31.90%-17.9pp | 29.46%-15.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,965 | $5,733+38.9% | $5,055+57.6% | $6,690+19.1% |
| Admin fee / account holder | $43,730 | $13,356+227.4% | $9,462+362.2% | $13,392+226.5% |