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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 | $50,329 | $115,810-56.5% | $101,271-50.3% | $158,966-68.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 10.17% | 56.15%-46.0pp | 46.48%-36.3pp | 302.95%-292.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,682 | $4,958+34.8% | $4,371+52.9% | $5,983+11.7% |
| Admin fee / account holder | $2,489 | $7,248-65.7% | $5,948-58.1% | $11,250-77.9% |