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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 | $103,634 | $63,346+63.6% | $92,239+12.4% | $70,124+47.8% |
| Participation rate | 77.6% | 68.7%+8.9pp | 76.5%+1.1pp | 69.5%+8.0pp |
| Annual return | 21.07% | 530.19%-509.1pp | 176.29%-155.2pp | 73.14%-52.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,857 | $2,854+0.1% | $3,897-26.7% | $3,332-14.2% |
| Admin fee / account holder | $1,429 | $3,841-62.8% | $5,194-72.5% | $4,645-69.2% |