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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 | $113,286 | $111,785+1.3% | $93,669+20.9% | $145,877-22.3% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 27.64% | 203.79%-176.1pp | 133.59%-106.0pp | 551.28%-523.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,319 | $4,919-32.5% | $4,416-24.8% | $6,691-50.4% |
| Admin fee / account holder | $34,185 | $10,256+233.3% | $8,291+312.3% | $13,402+155.1% |