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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 | $75,964 | $69,252+9.7% | $64,099+18.5% | $139,456-45.5% |
| Participation rate | 81.8% | 75.6%+6.2pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 10.86% | 45.89%-35.0pp | 33.70%-22.8pp | 373.45%-362.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,083 | $4,683+94.0% | $3,881+134.0% | $6,711+35.3% |
| Admin fee / account holder | $11,498 | $4,248+170.7% | $3,070+274.5% | $11,407+0.8% |