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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 | $167,540 | $112,121+49.4% | $95,960+74.6% | $158,966+5.4% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 6.67% | 171.16%-164.5pp | 91.63%-85.0pp | 302.95%-296.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,136 | $4,784-55.4% | $4,167-48.7% | $5,983-64.3% |
| Admin fee / account holder | $5,994 | $10,135-40.9% | $6,797-11.8% | $11,250-46.7% |