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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 | $100,707 | $90,486+11.3% | $78,676+28.0% | $273,972-63.2% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 6.78% | 75.62%-68.8pp | 62.19%-55.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,335 | $3,901+113.6% | $3,517+137.0% | $5,287+57.6% |
| Admin fee / account holder | $10,794 | $5,263+105.1% | $4,510+139.3% | $10,133+6.5% |