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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 | $100,572 | $121,701-17.4% | $104,639-3.9% | $158,982-36.7% |
| Participation rate | 89.5% | 77.5%+11.9pp | 74.1%+15.4pp | 82.0%+7.5pp |
| Annual return | 11.55% | 465.72%-454.2pp | 340.67%-329.1pp | 302.99%-291.4pp |
| Employer contribution / active EE | $214 | $3,165-93.2% | $2,682-92.0% | $4,763-95.5% |
| Participant deferral / active EE | $3,633 | $4,176-13.0% | $3,738-2.8% | $5,983-39.3% |
| Admin fee / account holder | $34,448 | $7,778+342.9% | $6,465+432.8% | $11,252+206.2% |