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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 | $128,492 | $58,275+120.5% | $81,844+57.0% | $80,935+58.8% |
| Participation rate | 82.5% | 63.5%+19.0pp | 72.4%+10.1pp | 67.7%+14.8pp |
| Annual return | 17.25% | 41.82%-24.6pp | 778.87%-761.6pp | 35.66%-18.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,195 | $3,285+240.7% | $4,323+158.9% | $4,299+160.4% |
| Admin fee / account holder | $10,901 | $4,749+129.6% | $7,355+48.2% | $6,924+57.4% |