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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 | $66,792 | $53,841+24.1% | $75,731-11.8% | $85,851-22.2% |
| Participation rate | 90.3% | 69.0%+21.3pp | 74.8%+15.5pp | 69.3%+21.0pp |
| Annual return | 15.36% | 24.54%-9.2pp | 104.65%-89.3pp | 318.63%-303.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,664 | $2,895+130.2% | $3,820+74.5% | $3,952+68.6% |
| Admin fee / account holder | $5,242 | $3,340+56.9% | $3,620+44.8% | $6,261-16.3% |