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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 | $85,457 | $106,524-19.8% | $152,301-43.9% | $87,485-2.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.4%-7.4pp | 68.9%+6.1pp |
| Annual return | 78.45% | 26.89%+51.6pp | 80.50%-2.1pp | 26.06%+52.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,735 | $6,525+3.2% | $8,004-15.9% | $4,274+57.6% |
| Admin fee / account holder | $7,182 | $8,287-13.3% | $14,398-50.1% | $7,775-7.6% |