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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 | $98,057 | $51,638+89.9% | $68,368+43.4% | $82,448+18.9% |
| Participation rate | 90.2% | 63.6%+26.6pp | 73.8%+16.5pp | 68.1%+22.2pp |
| Annual return | 14.56% | 37.53%-23.0pp | 292.57%-278.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,147 | $2,914+179.6% | $4,123+97.6% | $4,139+96.8% |
| Admin fee / account holder | $9,059 | $4,643+95.1% | $5,150+75.9% | $7,234+25.2% |