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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 | $55,447 | $67,823-18.2% | $52,425+5.8% | $137,256-59.6% |
| Participation rate | 81.0% | 63.9%+17.0pp | 55.6%+25.3pp | 80.0%+1.0pp |
| Annual return | 11.14% | 219.11%-208.0pp | 302.12%-291.0pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,115 | $2,288+123.6% | $1,790+185.7% | $6,407-20.2% |
| Admin fee / account holder | $8,408 | $2,844+195.6% | $2,495+237.0% | $12,270-31.5% |