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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 | $96,412 | $58,275+65.4% | $81,844+17.8% | $80,935+19.1% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.4%+2.6pp | 67.7%+7.3pp |
| Annual return | 12.72% | 41.82%-29.1pp | 778.87%-766.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,863 | $3,285+108.9% | $4,323+58.7% | $4,299+59.6% |
| Admin fee / account holder | $6,826 | $4,749+43.7% | $7,355-7.2% | $6,924-1.4% |