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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 | $88,413 | $110,212-19.8% | $96,534-8.4% | $139,466-36.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 12.37% | 26.42%-14.1pp | 25.88%-13.5pp | 373.66%-361.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,020 | $5,547+8.5% | $4,851+24.1% | $6,712-10.3% |
| Admin fee / account holder | $3,516 | $11,599-69.7% | $8,253-57.4% | $11,409-69.2% |