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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 | $104,936 | $124,346-15.6% | $111,306-5.7% | $167,553-37.4% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 25.32% | 37.46%-12.1pp | 54.67%-29.3pp | 478.89%-453.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,865 | $5,182-6.1% | $4,488+8.4% | $6,343-23.3% |
| Admin fee / account holder | $7,971 | $10,623-25.0% | $7,966+0.1% | $12,316-35.3% |