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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 | $196,943 | $95,406+106.4% | $185,849+6.0% | $85,847+129.4% |
| Participation rate | 78.6% | 68.8%+9.8pp | 81.7%-3.1pp | 69.3%+9.3pp |
| Annual return | 30.48% | 23.59%+6.9pp | 122.10%-91.6pp | 318.61%-288.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,977 | $3,424-13.0% | $5,569-46.5% | $3,952-24.7% |
| Admin fee / account holder | $8,392 | $7,214+16.3% | $16,244-48.3% | $6,261+34.0% |