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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 | $63,964 | $132,099-51.6% | $115,599-44.7% | $138,895-53.9% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.3%+4.3pp | 79.9%-1.3pp |
| Annual return | 17.41% | 176.76%-159.3pp | 111.10%-93.7pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,267 | $5,617+47.2% | $4,889+69.1% | $6,396+29.2% |
| Admin fee / account holder | $13,010 | $15,650-16.9% | $12,841+1.3% | $12,562+3.6% |