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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 | $208,048 | $126,519+64.4% | $106,201+95.9% | $145,959+42.5% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 12.94% | 225.10%-212.2pp | 116.26%-103.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,188 | $5,716-44.2% | $5,012-36.4% | $6,689-52.3% |
| Admin fee / account holder | $1,079 | $17,312-93.8% | $11,039-90.2% | $13,398-91.9% |