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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 | $209,862 | $114,013+84.1% | $103,693+102.4% | $155,188+35.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.77% | 49.31%-34.5pp | 47.61%-32.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,801 | $4,970-23.5% | $4,579-17.0% | $6,531-41.8% |
| Admin fee / account holder | $12,577 | $8,407+49.6% | $7,858+60.1% | $14,480-13.1% |