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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 | $98,668 | $73,518+34.2% | $63,003+56.6% | $147,585-33.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 15.49% | 175.46%-160.0pp | 87.59%-72.1pp | 578.56%-563.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,194 | $4,183+72.0% | $3,329+116.1% | $5,439+32.3% |
| Admin fee / account holder | $3,457 | $5,952-41.9% | $3,600-4.0% | $10,885-68.2% |