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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 | $123,991 | $91,537+35.5% | $130,045-4.7% | $75,173+64.9% |
| Participation rate | 93.5% | 71.5%+22.1pp | 78.5%+15.0pp | 67.2%+26.3pp |
| Annual return | 16.49% | -631.55%+648.0pp | -137.30%+153.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,818 | $4,343+103.0% | $5,820+51.5% | $4,126+113.7% |
| Admin fee / account holder | $17,639 | $6,780+160.2% | $10,600+66.4% | $5,651+212.2% |