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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 | $114,085 | $183,539-37.8% | $155,556-26.7% | $145,897-21.8% |
| Participation rate | 95.5% | 82.7%+12.7pp | 78.2%+17.2pp | 80.3%+15.1pp |
| Annual return | 16.75% | 61.31%-44.6pp | 64.84%-48.1pp | 552.29%-535.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,897 | $6,467-8.8% | $5,631+4.7% | $6,689-11.8% |
| Admin fee / account holder | $38,394 | $19,275+99.2% | $15,885+141.7% | $13,390+186.7% |