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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 | $108,911+14.6% | $100,392+24.3% | $145,884-14.5% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 11.23% | 58.23%-47.0pp | 49.45%-38.2pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,896 | $8,459-30.3% | $8,090-27.1% | $6,690-11.9% |
| Admin fee / account holder | $1,234 | $9,698-87.3% | $7,904-84.4% | $13,392-90.8% |