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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 | $174,694 | $102,422+70.6% | $147,117+18.7% | $80,959+115.8% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 16.88% | 135.16%-118.3pp | 420.54%-403.7pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,911 | $6,652+124.2% | $8,065+84.9% | $4,300+246.7% |
| Admin fee / account holder | $21,739 | $7,953+173.3% | $12,993+67.3% | $6,925+213.9% |