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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 | $124,606 | $99,079+25.8% | $78,002+59.7% | $273,972-54.5% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.5%+20.1pp | 83.0%+12.6pp |
| Annual return | 6.85% | 217.93%-211.1pp | 425.99%-419.1pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,609 | $3,308-21.1% | $2,470+5.6% | $4,869-46.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,314 | $8,954-74.2% | $5,481-57.8% | $10,133-77.2% |