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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 | $218,974 | $63,346+245.7% | $92,240+137.4% | $70,126+212.3% |
| Participation rate | 86.0% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.5pp |
| Annual return | 17.86% | 530.19%-512.3pp | 176.29%-158.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,761 | $2,854+136.9% | $3,897+73.5% | $3,332+102.9% |
| Admin fee / account holder | $933 | $3,841-75.7% | $5,194-82.0% | $4,645-79.9% |