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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 | $124,850 | $64,311+94.1% | $57,356+117.7% | $125,389-0.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.1%+10.6pp | 83.2%+2.5pp |
| Annual return | 65.04% | 25.14%+39.9pp | 24.41%+40.6pp | 282.24%-217.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,123 | $3,846+7.2% | $3,162+30.4% | $5,352-23.0% |
| Admin fee / account holder | $388 | $5,243-92.6% | $3,357-88.4% | $9,541-95.9% |