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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 | $99,111 | $78,682+26.0% | $109,188-9.2% | $85,851+15.4% |
| Participation rate | 97.7% | 68.3%+29.5pp | 75.9%+21.8pp | 69.3%+28.4pp |
| Annual return | 214.52% | 25.09%+189.4pp | 25.76%+188.8pp | 318.63%-104.1pp |
| Employer contribution / active EE | $1,290 | $2,734-52.8% | $3,723-65.4% | $2,565-49.7% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $408 | $5,470-92.5% | $6,755-94.0% | $6,261-93.5% |