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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 | $76,733 | $77,905-1.5% | $149,682-48.7% | $75,173+2.1% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 16.14% | 31.72%-15.6pp | 134.35%-118.2pp | 160.65%-144.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,992 | $3,411+222.3% | $5,681+93.5% | $4,126+166.4% |
| Admin fee / account holder | $6,488 | $5,957+8.9% | $13,210-50.9% | $5,651+14.8% |