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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 | $82,702 | $70,366+17.5% | $66,674+24.0% | $138,895-40.5% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.7%+17.6pp | 79.9%+11.4pp |
| Annual return | 14.88% | 386.41%-371.5pp | 321.24%-306.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,745 | $4,374-37.2% | $4,084-32.8% | $6,396-57.1% |
| Admin fee / account holder | $704 | $5,262-86.6% | $5,098-86.2% | $12,562-94.4% |