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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 | $134,481 | $80,812+66.4% | $160,784-16.4% | $82,448+63.1% |
| Participation rate | 98.5% | 66.2%+32.3pp | 77.0%+21.6pp | 68.1%+30.4pp |
| Annual return | 16.49% | 100.59%-84.1pp | 1803.92%-1787.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,497 | $4,335+49.9% | $6,293+3.2% | $4,139+57.0% |
| Admin fee / account holder | $10,502 | $7,695+36.5% | $9,717+8.1% | $7,234+45.2% |