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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 | $72,343 | $89,370-19.1% | $141,197-48.8% | $72,976-0.9% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 21.60% | 111.88%-90.3pp | 71.41%-49.8pp | 81.02%-59.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,922 | $5,419-9.2% | $6,710-26.7% | $3,608+36.4% |
| Admin fee / account holder | $649 | $5,957-89.1% | $10,265-93.7% | $5,124-87.3% |