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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 | $148,058 | $112,131+32.0% | $95,964+54.3% | $158,982-6.9% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 6.27% | 171.19%-164.9pp | 91.64%-85.4pp | 302.99%-296.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,722 | $4,784-22.2% | $4,167-10.7% | $5,983-37.8% |
| Admin fee / account holder | $43,377 | $10,136+328.0% | $6,797+538.2% | $11,252+285.5% |