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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 | $111,532 | $68,398+63.1% | $94,664+17.8% | $75,173+48.4% |
| Participation rate | 85.7% | 76.1%+9.6pp | 80.8%+4.9pp | 67.2%+18.5pp |
| Annual return | 19.78% | 616.72%-596.9pp | 156.84%-137.1pp | 160.72%-140.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,432 | $6,537+13.7% | $7,417+0.2% | $4,126+80.1% |
| Admin fee / account holder | $2,160 | $5,324-59.4% | $7,222-70.1% | $5,651-61.8% |