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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 | $154,656 | $118,708+30.3% | $98,920+56.3% | $158,966-2.7% |
| Participation rate | 81.8% | 77.8%+4.0pp | 76.0%+5.8pp | 82.0%-0.1pp |
| Annual return | 25.31% | 372.49%-347.2pp | 196.47%-171.2pp | 302.95%-277.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,760 | $5,089-26.1% | $4,245-11.4% | $5,983-37.2% |
| Admin fee / account holder | $46,770 | $10,134+361.5% | $6,643+604.1% | $11,250+315.7% |