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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 | $125,008 | $77,449+61.4% | $69,483+79.9% | $152,909-18.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.5%+3.3pp |
| Annual return | 39.80% | 39.09%+0.7pp | 28.99%+10.8pp | 345.46%-305.7pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,418 | $4,415+181.3% | $3,537+251.1% | $5,851+112.2% |
| Admin fee / account holder | $2,871 | $6,210-53.8% | $3,841-25.3% | $11,601-75.3% |