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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 | $113,393 | $81,696+38.8% | $70,494+60.9% | $158,982-28.7% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | 26.92% | 208.70%-181.8pp | 109.16%-82.2pp | 302.99%-276.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,680 | $4,558+24.6% | $3,711+53.1% | $5,983-5.1% |
| Admin fee / account holder | $2,681 | $6,200-56.8% | $3,848-30.3% | $11,252-76.2% |