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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 | $88,748 | $112,935-21.4% | $90,970-2.4% | $158,966-44.2% |
| Participation rate | 93.8% | 74.7%+19.0pp | 69.0%+24.7pp | 82.0%+11.8pp |
| Annual return | 17.24% | 215.79%-198.5pp | 134.58%-117.3pp | 302.95%-285.7pp |
| Employer contribution / active EE | $5,866 | $2,895+102.7% | $2,122+176.4% | $4,762+23.2% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,528 | $8,045-81.0% | $5,960-74.4% | $11,250-86.4% |