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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 | $236,624 | $124,346+90.3% | $111,308+112.6% | $167,536+41.2% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 9.75% | 37.45%-27.7pp | 54.67%-44.9pp | 478.82%-469.1pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,106 | $5,182+75.7% | $4,487+102.9% | $6,342+43.6% |
| Admin fee / account holder | $6,761 | $10,621-36.3% | $7,965-15.1% | $12,315-45.1% |