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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 | $50,099 | $176,402-71.6% | $134,155-62.7% | $158,950-68.5% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 19.97% | 63.66%-43.7pp | 36.34%-16.4pp | 302.91%-282.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,057 | $4,093+96.9% | $3,500+130.2% | $5,983+34.7% |
| Admin fee / account holder | $685 | $8,719-92.1% | $6,685-89.8% | $11,248-93.9% |