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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 | $156,823 | $107,944+45.3% | $91,994+70.5% | $152,885+2.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.01% | 89.26%-67.2pp | 69.03%-47.0pp | 345.39%-323.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,808 | $6,365-40.2% | $5,923-35.7% | $5,851-34.9% |
| Admin fee / account holder | $13,758 | $10,521+30.8% | $7,743+77.7% | $11,598+18.6% |