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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 | $95,438 | $124,346-23.2% | $111,306-14.3% | $167,553-43.0% |
| Participation rate | 89.5% | 79.6%+9.8pp | 77.3%+12.2pp | 82.1%+7.4pp |
| Annual return | 11.91% | 37.46%-25.6pp | 54.67%-42.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,217 | $5,182+58.6% | $4,488+83.1% | $6,343+29.6% |
| Admin fee / account holder | $2,217 | $10,623-79.1% | $7,966-72.2% | $12,316-82.0% |