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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 | $124,759 | $108,942+14.5% | $100,415+24.2% | $145,897-14.5% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 11.23% | 58.27%-47.0pp | 49.47%-38.2pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,896 | $8,461-30.3% | $8,091-27.1% | $6,689-11.9% |
| Admin fee / account holder | $1,234 | $9,702-87.3% | $7,906-84.4% | $13,390-90.8% |