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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 | $157,459 | $89,370+76.2% | $141,197+11.5% | $72,976+115.8% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.5%+16.3pp | 69.5%+29.2pp |
| Annual return | 20.76% | 111.88%-91.1pp | 71.41%-50.6pp | 81.02%-60.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $10,692 | $5,419+97.3% | $6,710+59.3% | $3,608+196.4% |
| Admin fee / account holder | $42,594 | $5,957+615.1% | $10,265+315.0% | $5,124+731.3% |