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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 | $146,928 | $103,000+42.6% | $90,300+62.7% | $152,885-3.9% |
| Participation rate | 93.3% | 75.9%+17.5pp | 73.3%+20.1pp | 82.5%+10.9pp |
| Annual return | 21.44% | 95.19%-73.8pp | 78.11%-56.7pp | 345.39%-324.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,062 | $4,281-51.8% | $3,884-46.9% | $5,851-64.8% |
| Admin fee / account holder | $25,055 | $6,173+305.8% | $5,353+368.1% | $11,598+116.0% |