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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 | $65,167 | $102,429-36.4% | $147,096-55.7% | $80,925-19.5% |
| Participation rate | 94.4% | 75.9%+18.5pp | 82.2%+12.2pp | 67.7%+26.7pp |
| Annual return | 13.20% | 135.02%-121.8pp | 419.75%-406.6pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,852 | $6,649-42.1% | $8,071-52.3% | $4,299-10.4% |
| Admin fee / account holder | $4,154 | $7,957-47.8% | $13,005-68.1% | $6,940-40.1% |