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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 | $98,805 | $55,457+78.2% | $77,361+27.7% | $94,015+5.1% |
| Participation rate | 93.8% | 69.8%+23.9pp | 75.0%+18.8pp | 70.8%+22.9pp |
| Annual return | 10.69% | 15.57%-4.9pp | 1011.54%-1000.9pp | 17.84%-7.2pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,588 | $3,069+147.2% | $3,911+94.0% | $4,249+78.6% |
| Admin fee / account holder | $4,043 | $4,334-6.7% | $5,894-31.4% | $8,951-54.8% |