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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 | $183,592-37.9% | $155,574-26.7% | $145,877-21.8% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 16.75% | 61.37%-44.6pp | 64.87%-48.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,897 | $6,466-8.8% | $5,629+4.8% | $6,691-11.9% |
| Admin fee / account holder | $38,394 | $19,316+98.8% | $15,914+141.3% | $13,402+186.5% |