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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 | $68,295 | $100,139-31.8% | $85,187-19.8% | $145,884-53.2% |
| Participation rate | 91.3% | 74.1%+17.2pp | 67.5%+23.8pp | 80.3%+11.0pp |
| Annual return | 9.79% | 84.15%-74.4pp | 66.67%-56.9pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,671 | $5,296+63.7% | $4,525+91.6% | $6,690+29.6% |
| Admin fee / account holder | $5,466 | $7,262-24.7% | $6,162-11.3% | $13,392-59.2% |