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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 | $36,955 | $111,535-66.9% | $105,223-64.9% | $137,256-73.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 16.99% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,932 | $5,500+7.9% | $5,072+17.0% | $6,407-7.4% |
| Admin fee / account holder | $3,832 | $9,721-60.6% | $8,859-56.7% | $12,270-68.8% |