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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 | $81,843 | $105,929-22.7% | $81,716+0.2% | $158,966-48.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 15.91% | 38.19%-22.3pp | 29.49%-13.6pp | 302.95%-287.0pp |
| Employer contribution / active EE | $0 | $7,802-100.0% | $4,310-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,505 | $13,007-80.7% | $7,108-64.8% | $5,983-58.1% |
| Admin fee / account holder | $1,871 | $8,492-78.0% | $5,159-63.7% | $11,250-83.4% |