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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 | $168,771 | $111,814+50.9% | $103,374+63.3% | $145,959+15.6% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 48.41% | 24.77%+23.6pp | 24.89%+23.5pp | 561.95%-513.5pp |
| Employer contribution / active EE | $3,983 | $4,214-5.5% | $3,869+2.9% | $4,661-14.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,680 | $9,754-72.5% | $8,394-68.1% | $13,398-80.0% |