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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 | $80,748 | $78,670+2.6% | $109,173-26.0% | $85,847-5.9% |
| Participation rate | 83.9% | 68.3%+15.6pp | 75.9%+8.0pp | 69.3%+14.6pp |
| Annual return | 14.25% | 25.09%-10.8pp | 25.75%-11.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,284 | $3,467+167.8% | $4,654+99.5% | $3,952+134.9% |
| Admin fee / account holder | $56,290 | $5,469+929.2% | $6,755+733.3% | $6,261+799.1% |