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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 | $87,806 | $157,829-44.4% | $136,867-35.8% | $198,609-55.8% |
| Participation rate | 95.0% | 77.2%+17.8pp | 74.5%+20.5pp | 82.4%+12.6pp |
| Annual return | 9.76% | 51.25%-41.5pp | 42.97%-33.2pp | 202.70%-192.9pp |
| Employer contribution / active EE | $3,406 | $3,923-13.2% | $3,547-4.0% | $5,055-32.6% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,537 | $11,107-59.2% | $10,340-56.1% | $19,030-76.2% |