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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 | $201,438 | $115,814+73.9% | $101,275+98.9% | $158,982+26.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 17.60% | 56.16%-38.6pp | 46.48%-28.9pp | 302.99%-285.4pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,427 | $4,958+9.5% | $4,371+24.2% | $5,983-9.3% |
| Admin fee / account holder | $1,059 | $7,249-85.4% | $5,948-82.2% | $11,252-90.6% |