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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 | $58,234+105.6% | $81,783+46.4% | $80,874+48.1% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.4%+23.6pp | 67.6%+28.4pp |
| Annual return | 11.64% | 41.70%-30.1pp | 775.05%-763.4pp | 35.62%-24.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,253 | $3,283-61.8% | $4,320-71.0% | $4,297-70.8% |
| Admin fee / account holder | $3,483 | $4,982-30.1% | $7,380-52.8% | $6,935-49.8% |