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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 | $38,996 | $103,038-62.2% | $90,324-56.8% | $152,909-74.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 18.54% | 95.25%-76.7pp | 78.15%-59.6pp | 345.46%-326.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,553 | $4,282+29.7% | $3,885+42.9% | $5,851-5.1% |
| Admin fee / account holder | $491 | $6,177-92.1% | $5,356-90.8% | $11,601-95.8% |