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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 | $147,052 | $112,112+31.2% | $95,956+53.3% | $158,950-7.5% |
| Participation rate | 95.8% | 79.0%+16.9pp | 77.1%+18.8pp | 82.0%+13.9pp |
| Annual return | 14.43% | 171.15%-156.7pp | 91.63%-77.2pp | 302.91%-288.5pp |
| Employer contribution / active EE | $8,549 | $3,199+167.3% | $2,541+236.4% | $4,762+79.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,300 | $10,134-57.6% | $6,797-36.7% | $11,248-61.8% |