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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 | $62,188 | $81,643-23.8% | $70,462-11.7% | $158,950-60.9% |
| Participation rate | 78.3% | 77.7%+0.5pp | 75.1%+3.2pp | 82.0%-3.7pp |
| Annual return | 14.81% | 208.51%-193.7pp | 109.08%-94.3pp | 302.91%-288.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,286 | $4,555-27.9% | $3,710-11.4% | $5,983-45.1% |
| Admin fee / account holder | $4,906 | $6,194-20.8% | $3,845+27.6% | $11,248-56.4% |