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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 | $65,739 | $58,275+12.8% | $81,844-19.7% | $80,935-18.8% |
| Participation rate | 77.4% | 63.5%+14.0pp | 72.4%+5.0pp | 67.7%+9.8pp |
| Annual return | 12.30% | 41.82%-29.5pp | 778.87%-766.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,397 | $3,285-27.0% | $4,323-44.6% | $4,299-44.3% |
| Admin fee / account holder | $11,133 | $4,749+134.4% | $7,355+51.4% | $6,924+60.8% |