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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 | $124,808 | $77,157+61.8% | $108,405+15.1% | $85,847+45.4% |
| Participation rate | 85.7% | 74.7%+11.0pp | 80.1%+5.6pp | 69.3%+16.4pp |
| Annual return | 15.10% | 44.55%-29.4pp | 905.55%-890.4pp | 318.61%-303.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,419 | $5,567+15.3% | $6,563-2.2% | $3,952+62.4% |
| Admin fee / account holder | $6,932 | $5,174+34.0% | $7,297-5.0% | $6,261+10.7% |