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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 | $91,719 | $103,038-11.0% | $90,324+1.5% | $152,909-40.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.5%+7.5pp |
| Annual return | 17.21% | 95.25%-78.0pp | 78.15%-60.9pp | 345.46%-328.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,113 | $4,282+19.4% | $3,885+31.6% | $5,851-12.6% |
| Admin fee / account holder | $804 | $6,177-87.0% | $5,356-85.0% | $11,601-93.1% |