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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 | $103,806 | $116,203-10.7% | $93,621+10.9% | $152,897-32.1% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.8%+17.9pp | 82.5%+11.3pp |
| Annual return | 20.58% | 35.96%-15.4pp | 32.76%-12.2pp | 345.43%-324.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,070 | $4,605-55.1% | $4,070-49.1% | $5,851-64.6% |
| Admin fee / account holder | $1,061 | $10,751-90.1% | $7,890-86.6% | $11,599-90.9% |