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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 | $68,640 | $63,346+8.4% | $92,240-25.6% | $70,126-2.1% |
| Participation rate | 87.9% | 68.7%+19.2pp | 76.5%+11.4pp | 69.5%+18.3pp |
| Annual return | 14.89% | 530.19%-515.3pp | 176.29%-161.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,217 | $2,854+47.8% | $3,897+8.2% | $3,332+26.6% |
| Admin fee / account holder | $1,096 | $3,841-71.5% | $5,194-78.9% | $4,645-76.4% |