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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 | $70,316 | $77,920-9.8% | $149,723-53.0% | $75,177-6.5% |
| Participation rate | 71.7% | 65.6%+6.1pp | 78.8%-7.1pp | 67.2%+4.5pp |
| Annual return | 41.09% | 31.72%+9.4pp | 134.50%-93.4pp | 160.75%-119.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,105 | $3,411+108.3% | $5,682+25.0% | $4,126+72.2% |
| Admin fee / account holder | $6,191 | $5,951+4.0% | $13,215-53.2% | $5,651+9.5% |