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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 | $174,745 | $98,776+76.9% | $149,745+16.7% | $79,856+118.8% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 18.27% | 27.38%-9.1pp | 276.72%-258.5pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $17,556 | $5,681+209.0% | $6,843+156.6% | $3,741+369.3% |
| Admin fee / account holder | $8,773 | $6,053+44.9% | $9,312-5.8% | $5,306+65.3% |