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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 | $53,936 | $157,829-65.8% | $136,867-60.6% | $198,609-72.8% |
| Participation rate | 84.6% | 77.2%+7.4pp | 74.5%+10.1pp | 82.4%+2.2pp |
| Annual return | 6.83% | 51.25%-44.4pp | 42.97%-36.1pp | 202.70%-195.9pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,346 | $5,463-57.0% | $4,924-52.3% | $6,977-66.4% |
| Admin fee / account holder | $4,475 | $11,107-59.7% | $10,340-56.7% | $19,030-76.5% |