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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 | $98,758 | $90,397+9.2% | $76,002+29.9% | $145,959-32.3% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.1%+16.6pp | 80.3%+5.4pp |
| Annual return | 10.96% | 621.97%-611.0pp | 360.07%-349.1pp | 561.95%-551.0pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,720 | $5,163+49.5% | $4,257+81.4% | $6,689+15.4% |
| Admin fee / account holder | $980 | $8,369-88.3% | $6,414-84.7% | $13,398-92.7% |