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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 | $85,046 | $58,234+46.0% | $81,783+4.0% | $80,874+5.2% |
| Participation rate | 81.3% | 63.4%+17.8pp | 72.4%+8.9pp | 67.6%+13.6pp |
| Annual return | 20.11% | 41.70%-21.6pp | 775.05%-754.9pp | 35.62%-15.5pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,729 | $3,283+105.0% | $4,320+55.8% | $4,297+56.6% |
| Admin fee / account holder | $1,669 | $4,982-66.5% | $7,380-77.4% | $6,935-75.9% |