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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 | $31,362 | $90,486-65.3% | $78,676-60.1% | $273,972-88.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 37.10% | 75.62%-38.5pp | 62.19%-25.1pp | 41.46%-4.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,208 | $3,901+110.4% | $3,517+133.4% | $5,287+55.2% |
| Admin fee / account holder | $2,186 | $5,263-58.5% | $4,510-51.5% | $10,133-78.4% |