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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 | $98,402 | $63,346+55.3% | $92,239+6.7% | $70,124+40.3% |
| Participation rate | 71.9% | 68.7%+3.2pp | 76.5%-4.6pp | 69.5%+2.3pp |
| Annual return | 18.82% | 530.19%-511.4pp | 176.29%-157.5pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,523 | $2,854+163.6% | $3,897+93.0% | $3,332+125.8% |
| Admin fee / account holder | $4,420 | $3,841+15.1% | $5,194-14.9% | $4,645-4.9% |