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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 | $76,195 | $73,546+3.6% | $63,018+20.9% | $147,586-48.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 9.09% | 175.56%-166.5pp | 87.62%-78.5pp | 578.59%-569.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,474 | $4,185+30.8% | $3,330+64.4% | $5,439+0.6% |
| Admin fee / account holder | $1,328 | $5,956-77.7% | $3,601-63.1% | $10,886-87.8% |