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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 | $58,311+45.9% | $81,882+3.9% | $80,959+5.0% |
| Participation rate | 81.3% | 63.5%+17.8pp | 72.4%+8.9pp | 67.7%+13.6pp |
| Annual return | 20.11% | 41.85%-21.7pp | 779.47%-759.4pp | 35.67%-15.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,729 | $3,287+104.7% | $4,323+55.7% | $4,300+56.5% |
| Admin fee / account holder | $1,669 | $4,752-64.9% | $7,360-77.3% | $6,925-75.9% |