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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 | $107,578 | $97,125+10.8% | $86,233+24.8% | $137,256-21.6% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.0%+26.2pp | 80.0%+15.3pp |
| Annual return | 21.03% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,692 | $5,180-28.7% | $4,559-19.0% | $6,407-42.4% |
| Admin fee / account holder | $29,354 | $9,725+201.9% | $8,342+251.9% | $12,270+139.2% |