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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 | $209,345 | $105,856+97.8% | $90,161+132.2% | $147,586+41.8% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | 11.97% | 37.63%-25.7pp | 34.89%-22.9pp | 578.59%-566.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,092 | $5,733+76.0% | $5,287+90.9% | $5,439+85.6% |
| Admin fee / account holder | $1,125 | $8,046-86.0% | $5,943-81.1% | $10,886-89.7% |