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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 | $156,246 | $68,398+128.4% | $94,664+65.1% | $75,173+107.8% |
| Participation rate | 80.5% | 76.1%+4.4pp | 80.8%-0.3pp | 67.2%+13.3pp |
| Annual return | 23.65% | 616.72%-593.1pp | 156.84%-133.2pp | 160.72%-137.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,648 | $6,537+47.6% | $7,417+30.1% | $4,126+133.8% |
| Admin fee / account holder | $1,636 | $5,324-69.3% | $7,222-77.3% | $5,651-71.0% |