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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 | $89,457 | $137,414-34.9% | $189,545-52.8% | $85,851+4.2% |
| Participation rate | 96.2% | 84.6%+11.5pp | 87.8%+8.3pp | 69.3%+26.8pp |
| Annual return | 15.33% | 38.14%-22.8pp | 555.36%-540.0pp | 318.63%-303.3pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $16,345 | $6,260+161.1% | $8,220+98.8% | $3,952+313.5% |
| Admin fee / account holder | $9,459 | $8,630+9.6% | $12,049-21.5% | $6,261+51.1% |