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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 | $94,887 | $114,013-16.8% | $103,693-8.5% | $155,188-38.9% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.0pp | 80.8%+14.8pp |
| Annual return | 9.32% | 49.31%-40.0pp | 47.61%-38.3pp | 148.84%-139.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,119 | $4,970-17.1% | $4,579-10.1% | $6,531-36.9% |
| Admin fee / account holder | $4,099 | $8,407-51.2% | $7,858-47.8% | $14,480-71.7% |