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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 | $65,909 | $126,113-47.7% | $116,096-43.2% | $155,188-57.5% |
| Participation rate | 85.7% | 75.1%+10.6pp | 73.3%+12.4pp | 80.8%+4.9pp |
| Annual return | 14.25% | 391.72%-377.5pp | 326.25%-312.0pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,890 | $4,162-54.6% | $3,952-52.2% | $6,531-71.1% |
| Admin fee / account holder | $3,712 | $8,045-53.9% | $7,704-51.8% | $14,480-74.4% |