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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 | $76,035 | $81,696-6.9% | $70,494+7.9% | $158,982-52.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 5.18% | 208.70%-203.5pp | 109.16%-104.0pp | 302.99%-297.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,627 | $4,558-20.4% | $3,711-2.3% | $5,983-39.4% |
| Admin fee / account holder | $1,380 | $6,200-77.7% | $3,848-64.1% | $11,252-87.7% |