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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 | $100,389 | $53,841+86.5% | $75,731+32.6% | $85,851+16.9% |
| Participation rate | 77.8% | 69.0%+8.7pp | 74.8%+2.9pp | 69.3%+8.5pp |
| Annual return | 20.80% | 24.54%-3.7pp | 104.65%-83.9pp | 318.63%-297.8pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,434 | $2,895+53.2% | $3,820+16.1% | $3,952+12.2% |
| Admin fee / account holder | $11,901 | $3,340+256.3% | $3,620+228.7% | $6,261+90.1% |