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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 | $126,130 | $84,708+48.9% | $75,714+66.6% | $167,536-24.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.8%+8.5pp | 82.1%+1.2pp |
| Annual return | 9.57% | 199.62%-190.1pp | 104.62%-95.1pp | 478.82%-469.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,987 | $4,577+30.8% | $3,820+56.7% | $6,342-5.6% |
| Admin fee / account holder | $1,706 | $5,358-68.2% | $3,619-52.9% | $12,315-86.1% |