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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 | $161,218 | $73,518+119.3% | $63,003+155.9% | $147,585+9.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 14.18% | 175.46%-161.3pp | 87.59%-73.4pp | 578.57%-564.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,660 | $4,183+11.4% | $3,329+40.0% | $5,439-14.3% |
| Admin fee / account holder | $2,162 | $5,952-63.7% | $3,600-40.0% | $10,885-80.1% |