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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 | $106,391 | $104,937+1.4% | $84,628+25.7% | $152,897-30.4% |
| Participation rate | 88.2% | 74.8%+13.4pp | 68.2%+20.0pp | 82.5%+5.8pp |
| Annual return | 15.36% | 373.88%-358.5pp | 258.80%-243.4pp | 345.43%-330.1pp |
| Employer contribution / active EE | $1,471 | $3,303-55.5% | $2,653-44.6% | $4,764-69.1% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $40,906 | $6,243+555.2% | $4,914+732.5% | $11,599+252.7% |