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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 | $119,739 | $58,311+105.3% | $81,882+46.2% | $80,959+47.9% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 11.64% | 41.85%-30.2pp | 779.47%-767.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,253 | $3,287-61.9% | $4,323-71.0% | $4,300-70.9% |
| Admin fee / account holder | $3,483 | $4,752-26.7% | $7,360-52.7% | $6,925-49.7% |