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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 | $62,159 | $67,396-7.8% | $60,919+2.0% | $134,545-53.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | 36.88% | 50.12%-13.2pp | 16.96%+19.9pp | 418.37%-381.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,673 | $4,534-63.1% | $3,814-56.1% | $6,401-73.9% |
| Admin fee / account holder | $11,348 | $4,590+147.2% | $3,228+251.6% | $11,431-0.7% |