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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 | $81,801 | $115,796-29.4% | $101,264-19.2% | $158,950-48.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.03% | 56.15%-35.1pp | 46.48%-25.4pp | 302.91%-281.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,467 | $4,958+30.4% | $4,370+48.0% | $5,983+8.1% |
| Admin fee / account holder | $3,082 | $7,247-57.5% | $5,947-48.2% | $11,248-72.6% |