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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 | $87,022 | $124,351-30.0% | $109,188-20.3% | $167,553-48.1% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 31.91% | 26.04%+5.9pp | 25.76%+6.2pp | 478.89%-447.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,971 | $5,257-24.5% | $4,654-14.7% | $6,343-37.4% |
| Admin fee / account holder | $4,668 | $7,975-41.5% | $6,755-30.9% | $12,316-62.1% |