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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 | $131,972 | $112,112+17.7% | $95,956+37.5% | $158,950-17.0% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 20.33% | 171.15%-150.8pp | 91.63%-71.3pp | 302.91%-282.6pp |
| Employer contribution / active EE | $7,181 | $3,199+124.5% | $2,541+182.6% | $4,762+50.8% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,295 | $10,134-77.3% | $6,797-66.2% | $11,248-79.6% |