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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 | $70,310 | $64,324+9.3% | $118,946-40.9% | $79,858-12.0% |
| Participation rate | 88.1% | 64.9%+23.2pp | 75.4%+12.7pp | 69.6%+18.5pp |
| Annual return | 15.60% | 86.45%-70.8pp | 35.89%-20.3pp | 31.72%-16.1pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,312 | $2,824+52.7% | $4,266+1.1% | $3,740+15.3% |
| Admin fee / account holder | $4,083 | $4,040+1.1% | $6,581-38.0% | $5,306-23.1% |