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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 | $139,157 | $84,713+64.3% | $75,717+83.8% | $167,518-16.9% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.8%+12.7pp | 82.1%+5.4pp |
| Annual return | 14.74% | 199.49%-184.7pp | 104.58%-89.8pp | 478.71%-464.0pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,337 | $4,578-48.9% | $3,821-38.8% | $6,342-63.1% |
| Admin fee / account holder | $605 | $5,357-88.7% | $3,619-83.3% | $12,312-95.1% |