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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 | $122,247 | $105,210+16.2% | $159,487-23.4% | $85,851+42.4% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.8%+15.4pp | 69.3%+28.9pp |
| Annual return | 16.74% | 45.08%-28.3pp | 263.71%-247.0pp | 318.63%-301.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,827 | $5,946+31.6% | $7,354+6.4% | $3,952+98.0% |
| Admin fee / account holder | $14,675 | $6,934+111.6% | $10,804+35.8% | $6,261+134.4% |