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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 | $87,935 | $115,917-24.1% | $100,535-12.5% | $158,982-44.7% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 9.20% | 34.80%-25.6pp | 30.90%-21.7pp | 302.99%-293.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,296 | $6,677-50.6% | $6,271-47.4% | $5,983-44.9% |
| Admin fee / account holder | $1,940 | $11,002-82.4% | $8,085-76.0% | $11,252-82.8% |