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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 | $117,322 | $111,830+4.9% | $93,696+25.2% | $145,884-19.6% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 9.80% | 204.08%-194.3pp | 133.74%-123.9pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,694 | $4,920-45.2% | $4,417-39.0% | $6,690-59.7% |
| Admin fee / account holder | $29,485 | $10,249+187.7% | $8,287+255.8% | $13,392+120.2% |