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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 | $101,912 | $88,754+14.8% | $81,820+24.6% | $145,877-30.1% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 14.13% | 1031.77%-1017.6pp | 777.93%-763.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,931 | $4,648+27.6% | $4,323+37.2% | $6,691-11.4% |
| Admin fee / account holder | $3,053 | $8,424-63.8% | $7,391-58.7% | $13,402-77.2% |