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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 | $106,697 | $49,976+113.5% | $66,674+60.0% | $82,637+29.1% |
| Participation rate | 96.4% | 63.1%+33.3pp | 73.7%+22.8pp | 68.1%+28.4pp |
| Annual return | 18.01% | 39.09%-21.1pp | 321.24%-303.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,253 | $2,847+260.2% | $4,084+151.0% | $4,126+148.5% |
| Admin fee / account holder | $623 | $4,594-86.4% | $5,098-87.8% | $7,339-91.5% |