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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 | $110,408 | $107,941+2.3% | $91,994+20.0% | $152,897-27.8% |
| Participation rate | 90.5% | 81.2%+9.3pp | 78.6%+11.8pp | 82.5%+8.0pp |
| Annual return | 22.21% | 89.28%-67.1pp | 69.04%-46.8pp | 345.43%-323.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,387 | $6,366-15.4% | $5,924-9.1% | $5,851-7.9% |
| Admin fee / account holder | $2,456 | $10,521-76.7% | $7,744-68.3% | $11,599-78.8% |