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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 | $86,521 | $81,208+6.5% | $98,920-12.5% | $79,856+8.3% |
| Participation rate | 97.5% | 72.5%+25.0pp | 76.0%+21.4pp | 69.6%+27.8pp |
| Annual return | 13.03% | 60.99%-48.0pp | 196.47%-183.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,866 | $3,265-42.9% | $4,245-56.0% | $3,741-50.1% |
| Admin fee / account holder | $2,678 | $6,013-55.5% | $6,643-59.7% | $5,306-49.5% |