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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 | $132,917 | $144,130-7.8% | $117,861+12.8% | $147,586-9.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 16.21% | 531.20%-515.0pp | 335.11%-318.9pp | 578.59%-562.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,159 | $5,316-59.4% | $4,482-51.8% | $5,439-60.3% |
| Admin fee / account holder | $3,230 | $10,887-70.3% | $8,021-59.7% | $10,886-70.3% |