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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 | $115,215 | $117,895-2.3% | $102,460+12.4% | $145,897-21.0% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 14.46% | 31.92%-17.5pp | 29.47%-15.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,088 | $5,736+58.4% | $5,056+79.7% | $6,689+35.9% |
| Admin fee / account holder | $28,731 | $13,353+115.2% | $9,460+203.7% | $13,390+114.6% |