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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 | $187,570 | $98,766+89.9% | $149,730+25.3% | $79,852+134.9% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 13.65% | 27.43%-13.8pp | 276.70%-263.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,961 | $5,681+110.6% | $6,843+74.8% | $3,740+219.8% |
| Admin fee / account holder | $4,308 | $6,052-28.8% | $9,310-53.7% | $5,306-18.8% |