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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 | $133,200 | $99,652+33.7% | $78,778+69.1% | $147,585-9.7% |
| Participation rate | 91.7% | 76.2%+15.4pp | 69.2%+22.5pp | 82.8%+8.8pp |
| Annual return | 16.26% | 47.28%-31.0pp | 35.62%-19.4pp | 578.58%-562.3pp |
| Employer contribution / active EE | $811 | $2,796-71.0% | $1,986-59.2% | $4,876-83.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $461 | $7,155-93.6% | $5,134-91.0% | $10,886-95.8% |